Introduction
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US equities comprise about two-thirds of the global index, but have underperformed over the past year as investor focus has shifted towards stocks that might be best suited to protecting client capital from the ravages of inflation and recession.
But whenever a market sells off, there can be a tendency to over react, with companies that remain a strong investment opportunity selling off alongside those with more dubious prospects.
In this guide to US equities, which comes with 60 minutes of CPD, we explore the outlook for the large cap technology stocks, and the opportunities that may exist in the rest of the market.
