The US economy is strong enough to support its equity markets when monetary stimulus is reduced. Mike Willans of Canada Life Investments highlights the many opportunities.
The US is the economic tide of the world markets: when it rises, others follow. Since the start of the year, we have seen a steady swell in the US. The market has spent the summer hitting high after high as investors show confidence in a strengthening economy. Despite some uncertainty around an imminent slowdown in the Fed’s quantitative easing (QE) programme, we continue to believe this is an attractive time to invest in the country. Investors should be rewarded as both short- and long-term themes around energy, reindustrialisation and housing continue to play out. The S&P 500 has b...
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