This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
North America provides investors with a rich and diverse set of opportunities, from Canadian pipelines to Bay Area tech startups. The US equity market remains the largest in the world by a large margin and continues to attract new and existing companies, which has caused much hand-wringing in the UK of late. Despite this, evidence suggests that UK investors see the US as something to be invested in from time to time, rather than forming a core part of any diversified portfolio. The investment trust sector offers investors a number of highly experienced managers with different specialisms, giving all the tools required to make their own core US portfolio.
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