Multi-managers are moving money from US equities to Europe to boost growth.
Schroders’ Jones voices concern over stock rally, while colleague Shatney appears more bullish.
Quantitative easing will not translate into huge price inflation in the coming years, according to influential economist Nancy Lazar.
Data shows UK-based passive funds tracking US equities are soaring ahead of actives.
Minutes from October committee meeting show tapering is being considered, but other options remain available.
JPMAM manager says he will add to US exposure in spite of overvaluation fears.
Analysis & Opinion
More on North American Investments
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