US

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Thought Leadership

21NOV 2019

The rise of US superstar firms and its implications for investors

A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?

2019

OCTOBER

31OCT 2019

Economics

Fed hits pause, for now

Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.

31OCT 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - November 2019

This month's Viewpoint discusses the outlook for US corporate profits, the debt picture in emerging markets, and the lessons we can draw from Japan's experience of fiscal stimulus in the 1990s.

24OCT 2019

Markets

The six biggest bull runs since 1962 (and their corrections)

We compare the current record bull market rally with previous ones over the past 60 years and consider whether or not it can last.

23OCT 2019

Economics

Is the US heading for recession in 2020?

We look at what bond and labour markets are signalling about the prospects for the US economy next year.

21OCT 2019

16OCT 2019

Economics

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

14OCT 2019

Economics

Trade war déjà vu is scant comfort to investors

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.