Seven funds tipped to ride the North American wave

SECTOR REPORT

clock • 5 min read

Ken Rayner, investment director at Rayner Spencer Mills, suggests the recent market volatility could provide a compelling buying opportunity in North America...

The US economy remains the most influential in the world, with most global equity markets correlated to it either directly or indirectly. This means that all investors need to be aware of what is happening in the American economy as well as their domestic markets. We believe that when considering a global portfolio, a US fund should be at the forefront of an investor's consideration; however, this does not make it an easy market in which to invest. There are relatively few managers who consistently outperform the main market indices and it is for this reason that we include an index f...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

Five years on from Covid: What's next for markets?

Five years on from Covid: What's next for markets?

It is now five years since the start of the UK’s Covid lockdown. Since then, we have seen considerable market and geopolitical-related change. Here, William Marshall looks back over the past five years and also explores what we might expect from markets...

William Marshall
clock 06 May 2025 • 4 min read
Gilt yields fall after Donald Trump backs down in 'tariff war'

Gilt yields fall after Donald Trump backs down in 'tariff war'

US president pauses most additional tariffs

Jonathan Stapleton
clock 10 April 2025 • 2 min read
Reeves defends yearly Budget to avoid 'constant chopping and changing'

Reeves defends yearly Budget to avoid 'constant chopping and changing'

Treasury Committee scrutinises chancellor on Spring Statement

Isabel Baxter
clock 02 April 2025 • 3 min read