Worthwhile opportunities in US equities might have been overlooked by investors. Most jumped on the emerging markets train, which now looks overcrowded and heading towards a market bubble.
The US remains the world’s largest economy but have investors missed the recovery or is this the perfect time for exposure to US equities?
Mary Chris Gay - Portfolio Manager, Legg Mason Capital Management
Cormac Weldon - Head of US Equities, Threadneedle Investments
Simon Dorricott - Associate Director, Fund Services, Standard & Poor's
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