United States (192)

Pain delayed, not averted
Markets and economics

Pain delayed, not averted

Unsustainable US fiscal support and a favourable reversal of supply shocks have led to increased...

By Tim Drayson

11 Dec 2023

3 min read

What next? Skirting risks, harvesting yields
Sonja Laud
ESG and long-term themes

What next? Skirting risks, harvesting yields

As inflation and growth dynamics vie with political risk for investor attention next year, we...
By Sonja Laud
07 Dec 2023
3 min read
Trump 2.0: spectre at the Thanksgiving feast
Matthew Rodger
Markets and economics

Trump 2.0: spectre at the Thanksgiving feast

The coming election is prompting investors to think about what a second Trump term would mean
By Matthew Rodger
04 Dec 2023
4 min read
Friend-shoring: from buzzword to breakthrough
Matthew Rodger
Markets and economics

Friend-shoring: from buzzword to breakthrough

Friend-shoring is real, but we need to distinguish myth from reality.
By Matthew Rodger
29 Nov 2023
3 min read
The beginning of the end for the unstoppable US economy?
Markets and economics

The beginning of the end for the unstoppable US economy?

On the face of it, the latest round of US economic data points to continued strength. But we...

By Willem Klijnstra

07 Nov 2023

3 min read

Higher… and for how much longer?
Colin Reedie
Markets and economics

Higher… and for how much longer?

While a recession has been delayed this year, that's not to say it won't happen in 2024.
By Colin Reedie
02 Nov 2023
3 min read
Chart of the month: US rates – how insensitive is insensitive?
Christopher Teschmacher
Markets and economics

Chart of the month: US rates – how insensitive is insensitive?

We've made the case for some time that the US would be likely to be less sensitive to interest...
By Christopher Teschmacher
01 Nov 2023
1 min read
The case against American equity exceptionalism
Martin Dietz
Investment strategy

The case against American equity exceptionalism

The lure of recency bias can be strong, but we believe the case for diversification - across asse...
By Martin Dietz
30 Oct 2023
3 min read