The US reporting season has pushed earnings expectations down to realistic levels and is already delivering some positive surprises, says Threadneedle's Cormac Weldon.
The head of US equities says many sectors have swiftly adjusted their cost bases, adding the US labour market is one of the most flexible in the world. He says US companies in areas such as technology...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till