USA

2021.04-CA-Slider-Thematic-Global-Views
71
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
359
Insights Paper 9.03.2021 The unique time for US value: rotation from growth plus innovation, qu...
359

The rotation towards value is a key theme of our 2021 investment outlook.

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2021-01-IT-Biden-Slider
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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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Discussion Paper 16.11.2020 Europe, US and China tomorrow: Will it be possible to avoid geopolitic...
84

There are many pitfalls looming.

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biden-wins-SLIDER.jpg
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Investment Talks 10.11.2020 2020 post-election analysis: Biden wins, but the United States remains...
82

Final result: Former Vice President Joe Biden defeated President Trump to become the 46th President of the United States.

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