Last week UK investors may have been focused on the Budget but the rest of the world was hanging on the every word - and one in particular - of Janet Yellen, chair of the Federal Reserve Board. The Fed's decision to remove the word 'patient' from its statement has set expectations of a rate rise sooner rather than later.
Investors are on tenterhooks about how and when rates will rise from their 2008 rock bottom, with disagreement rife about what the rampant strengthening of the dollar and slow wage growth could mean for that timeline.
We asked four US fund managers what they thought of the state of the US economy, and what a period of US recovery punctuated by an oil price shock and soaring dollar meant for them.