In the second part of our special feature, multi-asset managers explain their US positioning in the face of further market volatility as interest rate rises loom and the presidential election campaign enters its final months.
There are many ways to look at the UK economy to get a gauge of its health, writes Architas's Nathan Sweeney, including the most notable employment, GDP and inflation figures.
Largest round of layoffs at firm
Follows departures of high profile 'star managers'
When Abenomics was launched and large-scale QE introduced to much fanfare a few years ago, the bold message communicated was we could expect monetary policy easing on a scale not previously seen.
The US Federal Reserve's decision to raise interest rates at the end of 2015 marks a new phase for markets in the post-2008 recovery,writes Mark Harris, head of multi asset at City Financial.
Managers face personal accountability
The reason for the Federal Reserve's caution on rates could be closer to home: US unemployment is simply higher than headlines suggest.
Meera Hearnden, senior investment manager at Parmenion Capital Partners, argues the pace of interest rate increases could negatively impact the US