Over the past two years, the US economy has been incredibly resilient buoyed by significant government spending and an employed, spendthrift consumer. As the current reporting season comes to an end, we continue to assess carefully if this resilience is continuing. With WAM Global’s (ASX: WGB) comprehensive, nimble and on-the-ground approach to stock picking, we believe the current environment provides us with a number of exciting investment opportunities in companies that can benefit across a range of economic outcomes with a catalyst to drive share price rerating. Labour hoarding In the US, faced with the tightest ... (full story)