What with the strong performance of the US market driven by a handful of tech stocks and the looming presidential election, it might feel at times that the US is never far from the news.

So on this week's podcast, which is supported by Artemis, David Thorpe and Joseph Wilkins are joined by Cormac Weldon, head of US equities at Artemis, to dissect matters.

They discuss the state of the US economy, whether the upcoming presidential election represents political risk, what has become of the American consumer and inevitably the Magnificent Seven.

The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

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