How we build our US exposure

Times have been tough for North America. With the S&P500 down 10% in the last three months, investors have been pulling out of the region with abandon. But while traders remain bearish on North America, fund managers are taking a longer view. Professional Adviser speaks to three multi-managers about the strategies they use to invest in North America. Joe Le Jehan Cazenove Capital Management While we are beginning to be marginally more positive on some of the more cyclical sectors within European equity markets, valuations in the US do not yet look as attractive. Although some n...