60 seconds with Alex Tedder on US equity opportunities

US equities remain attractive but investors need to look at nimble and dynamic firms which can adapt to the current climate of low growth.


Alex Tedder

Alex Tedder

Head of Global Equities

Higher margins

There is a lot of uncertainty globally within equity markets. The US is no exception and the forthcoming US presidential election is not helping matters

Nevertheless, we are constructive on the market. Although we are well into a bull market and margins are high we think they can go higher still.

Self help

The reason is that US companies are adjusting to a different environment; cutting costs and resizing their businesses for an environment of fairly low growth

We are looking for companies that are executing their strategies well and will continue to do so going forward, even if growth doesn't accelerate.

There are a number of companies, in a number of industries, which are in that situation. It is all about self help, as well as growing the top line.

Important information: The views and opinions contained herein are those of the author(s) on this page, and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. This article is intended to be for information purposes only and it is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. Reliance should not be placed on the views and information in the document when taking individual investment and/or strategic decisions. Past performance is not a reliable indicator of future results, prices of shares and the income from them may fall as well as rise and investors may not get back the amount originally invested. Issued by Schroder Investment Management Limited, 31 Gresham Street, London EC2V 7QA, which is authorised and regulated by the Financial Conduct Authority. For your security, communications may be taped or monitored.