Dan Kemp: Answering the most pressing investment questions

'UK investment case remains strong'

clock • 3 min read

In this piece, Dan Kemp addresses what he thinks are the most pressing investment questions facing advisers and their clients.

Will the performance gap between the US and the rest of the world ever close? The truth is we cannot predict when the gap will close, but we do not think we need to know this to take advantage of the market imbalance. For context, it is no surprise that US stocks have delivered phenomenal returns over the last decade or so - outperforming non-U.S. stocks in 10 of the past 12 years - with low interest rates, a pro-business environment, and tax cuts often cited as performance drivers. Yet with sentimental strength comes consequences. As price growth has exceeded the underlying fundam...

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