USA

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Monthly Cross Asset 5.05.2021 2021 Recovery to continue and beat potential

Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in ...

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Insights Paper 27.04.2021 Why now is the time for active management in US equities

We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in recent y...

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Monthly Cross Asset 8.04.2021 You asked, we answered
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Our Global Views team attempts to answer some of the questions often asked by our clients.

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Monthly Cross Asset 30.03.2021 Next step for the Biden administration: the infrastructure package
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While the Biden administration has just successfully passed a $1900 bn stimulus package, attention will now turn to the infrastructure package that was included...

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US Value
Insights Paper 9.03.2021 The unique time for US value: rotation from growth plus innovation, qu...
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The rotation towards value is a key theme of our 2021 investment outlook.

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Investment Talks 8.01.2021 Biden and Democrats take control despite Trump protesters
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The stunning developments on Capitol Hill will not change the significance of the Georgia election, which will have far-reaching implications

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Investment Talks 18.12.2020 Georgia Senate runoffs to determine future of Biden presidency
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While the title sounds dramatic, what happens in Georgia on 5 January is critical to US policy over the next four years.

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Investment Talks 11.12.2020 The US election and Covid-19 vaccines: implications for the economy an...
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The likelihood of a divided US government removes a major potential headwind to the US economy, that is, higher taxes. 

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Monthly Cross Asset 1.12.2020 Q3 2020 reporting season surprised on the positive side
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Q3 2020 reporting season surprised on the positive side

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