Large cap the place to be as US uncertainty grows

The guests on the latest edition of the FT Adviser podcast retain most of their focus on the large cap part of the US market, but are cautious on the outlook for the seven stocks at the top of the index.

Alex Crooke, who runs the Bankers investment trust at Janus Henderson, Jason Da Silva, multi-asset investment strategist at Arbuthnot Latham, and Dan White, who runs the M&G North America Value fund, discuss how they are finding opportunities in a US equity market trading at record highs, but also riven with uncertainty.

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