At the aggregate level, it is difficult to call US equities cheap, concedes Neil Birrell - before going on to argue they are not that expensive either and earnings growth is making them cheaper
With the broad US equity market and the technology-heavy NASDAQ indices hitting all-time highs, Microsoft surpassing a market capitalisation of $1 trillion (£770m) on the back of excellent first-quarter...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions