For investors, stockmarkets in the world’s largest economy represent a cornucopia of opportunity. Benchmark indices have been a four-year bull run, corporate profits have been steadily improving and dividends from even previously parsimonious sectors in income terms are on the rise.

For the groundswell of investors looking to equities for an income-based return, this confluence of positive macroeconomic and corporate numbers represents a compelling case for US equities and, specifically, US equity income funds.

There are risks, however, that a new dawn might be approaching that will signal an end to this American dream. In particular, politicians are once again sounding an ominous tone on upcoming budget negotiations, while uncertainty over monetary policy is giving economists further cause for concern.

This special report looks at the key issues surrounding US equity income funds in the months ahead, featuring articles on looming macropolitical headwinds, the drivers behind strong stockmarket performance, and the improving dividend yields boosted by a recent slew of major buyouts and IPOs, as well as one fund analyst’s pick of his top three US equity income funds for retail investors.

This special report is produced in association with Aviva Investors. For fund information click here.

All editorial produced in this guide is independent.