US

2019

AUGUST

02AUG 2019

Economic Views

Resilient US labour market overshadowed by trade worries

The latest employment figures are strong, but escalation in the US-China trade dispute increases the prospect of another interest rate cut in September.

11JUL 2019

Economic Views

Powell tees up a US rate cut

In his Congress appearance, Federal Reserve (Fed) chair Jerome Powell set the stage for a US rate cut later this month. We expect more to come this year.

05JUL 2019

Economic Views

US jobs jump to ease pressure on Fed

The most important US jobs report of 2019 so far exceeded expectations and may reassure the Federal Reserve about the state of the US economy.

03JUL 2019

Equities

The case for global small company investing in an era of disruption

The theme of disruption is having a profound effect on how we live and how we invest. There are three factors which we think mean small caps are potentially the best way to tap into the theme.