Hermes Investment Management: Did US equity managers have reason to be cheerful on Independence Day?

Mark Sherlock, manager of the US SMID fund at Hermes Investment Management, believes the US economy has been shaken by Trumps lack of delivery on election promises such as tax reform and deregulation. He tells Portfolio Adviser that the US economy still looks strong and that companies, such as banks, with high domestic exposure will make strong investment opportunities.

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