US

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Economics

10APR 2019

The coming squeeze on US profits

We see US profits falling 4% in 2020 as slower growth and higher wage costs hit companies’ profit margins. But we have modelled a range of alternatives - and charted the potential impact.

2019

MARCH

08MAR 2019

Economics

Mixed US jobs report supports the Fed's patient stance

Job creation plunged in February but stronger wage growth should bolster household consumption.

07MAR 2019

Markets

Malled to death: How investors can benefit from the fear of retail property

Retail property has become a bad word. We believe the fear of property labelled “retail” creates opportunity for investors willing to take a closer look.

06MAR 2019

Economics

Does the US have enough firepower to fight the next recession?

With interest rates already near record lows, we look at what's left in the Fed's arsenal to fight the next recession.

FEBRUARY

19FEB 2019

Markets

US small buyouts: Exploiting inefficiencies in the world’s most efficient economy

Schroder Adveq believes the 300,000 small family-owned businesses and corporate divisions dotting the US landscape present a compelling opportunity for investors.

08FEB 2019

Markets

Five charts to gauge the environment for equities

Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.

05FEB 2019

Markets

Securitised credit: Main Street versus Wall Street

We take a closer look at how asset-backed securities can be used as a defensive asset for those seeking stable income in today’s investment environment.

01FEB 2019

Economics

US labour market remains robust despite government shutdown

Snapshot: Strong jobs data gives confidence in the US economy but is unlikely to change the Fed’s more dovish tone.