Filters

US resources

Found 59  resources

Display

Oil, Brexit, reflation, Trump and the road ahead

Published by : Hermes Investment Management

Inflation risk resurfaced during a turbulent year, but the Hermes Multi Asset Inflation Fund was well placed to benefit from the turnaround, says Tommaso Mancuso, Head of Hermes Multi Asset.

Published: 25 January 2017

Business Area: Investments

Type: Other

Winners in a walled garden

Published by : Sarasin & Partners

In the long-term, there are likely to be far reaching consequences of the economic security and populism that presaged Donald Trump’s ascent to the White House. Jerry Thomas, Head of Global Equities, examines some of the economic themes that are starting to play out over the Atlantic.

Published: 16 January 2017

Business Area: US

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

The US election: bad for bonds?

Published by : Henderson Global Investors

Ryan Boothroyd, from Henderson’s Multi-Asset Team, reflects upon the likely market reaction from a cross-asset perspective.

Published: 06 November 2016

Business Area: US

Type: Other

Time to open the other box?

Published by : Hermes Investment Management

Financial markets have calmed since the spring. But, with macro and earnings recoveries below par and vulnerable, central banks daren’t remove the tide of liquidity covering the sharp rocks beneath. After seven years, though, their monetary tool-boxes look bare.

Published: 27 July 2016

Business Area: US

Type: Portable Document Format (.pdf)

US equity income – a shelter during stormy markets?

Published by : Columbia Threadneedle Investments

This web seminar discusses, why should investors be looking to the US for income?

Published: 26 July 2016

Business Area: Equities

Type: Portable Document Format (.pdf)

Weaker dollar lets global dividend growth shine through

Published by : Henderson Global Investors

Global dividends rose 2.2% to US$218.4bn in the first quarter of 2016, according to the latest Henderson Global Dividend Index (HGDI), a long-term study of global dividend trends.

Published: 31 May 2016

Business Area: US

Type: Other

Where next for US equities

Published by : Artemis Investment Management

In this article, Cormac provides his views on the market and explains where he is finding opportunities.

Published: 19 May 2016

Business Area: Equities

Type: Other

US equities: Extended caution and chasing alpha

Published by : Artemis Investment Management

Stephen Moore, manager of the Artemis US Extended Alpha Fund, looks back over the first quarter of 2016 and explains how he is preparing for a difficult time ahead.

Published: 17 May 2016

Business Area: US

Type: Portable Document Format (.pdf)

U.S. Shale: the saviour and the scourge of the oil market

Published by : SYZ Asset Management

With oil prices tumbling by over 60% since mid-2014,

Published: 25 April 2016

Business Area: Markets

Type: Portable Document Format (.pdf)

Looking long-term, are current US macro-economic conditions advantageous to investors?

Published by : BNY Mellon

After coming off a period of high correlations, where statistically many stocks were mispriced, the US market may still offer plenty of attractive opportunities for the active investor. David Daglio of the Boston Company explains why.

Published: 10 February 2016

Business Area: US

Type: Portable Document Format (.pdf)