In the latest Interactive Financial Adviser debate, our panelists from Legg Mason, Threadneedle and Standard & Poor's discussed US Large Cap companies.
"Obama has been bad for business but his power has peaked and is declining".
This was the opinion of one of yesterdays panel when discussing the US large cap sector. A weak US Dollar, robust tech and healthcare sectors and improving conditions for banking were other reasons why undervalued US large cap companies may be star performers over the next few years.
The US Large Cap panel includes:
Cormac Weldon - Head of US Equities, Threadneedle
Alec Young - Global Equity Strategy for the US, Europe, and Asia, Standard & Poor's
Mary Chris Gay - Portfolio Manager, Legg Mason
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till