In part three of the U.S. equities roundtable, the managers list their picks in the industrial, consumer and financial sectors
In part two of Morningstar’s U.S. equities roundtable, the managers explain their stock-selection process and talk about picks they’ve made in the information-technology and health-care sectors
Part one of a three-part discussion with three U.S. fund managers
Fuelled by strong housing and manufacturing, the U.S. economy is gaining momentum
"So many people have been focused on income," says one manager, "and not enough on outcome"
Rising consumption and increasing capital expenditures will boost GDP growth in 2012
The risk tolerance of an aging population is likely to be further reduced by the very sharp fall of U.S. home prices
But risks remain. “We need to see the real economy become sustainable," says one fund manager
U.S. equity fund manager says economy is “responding in a meaningful way to signs of stabilization”
U.S. equity funds from AGF and PH&N produce much different results