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Five reasons to keep faith in the US

Published by : Hermes Investment Management

Amid fears of an overheated market and uncertainty around Trump’s presidency, Mark Sherlock, Lead Portfolio Manager of the Hermes US SMID Equity Fund, believes there are still great investment opportunities to be found in the US small and midcap space.

Published: 23 July 2017

Business Area: US

Type: Portable Document Format (.pdf)

John Greenwood quarterly economic outlook Q32017

Published by : Invesco

With the US Federal Reserve (Fed) gradually normalising interest rates, the US economy appears to be in good shape. Can President Trump take any of the credit? What are the main risks for the economy and when will the Fed start shrinking its balance sheet?

Published: 11 July 2017

Business Area: US

Type: Portable Document Format (.pdf)

How should investors approach US infrastructure?

Published by : Columbia Threadneedle Investments

Improving and expanding US infrastructure involves more than building roads and bridges. While efficient transport systems are vital, without things like reliable communications networks, safe water and a dependable power supply, the economy simply wouldn’t be able to function. This constant need to

Published: 10 July 2017

Business Area: US

Type: Portable Document Format (.pdf)

Trumponomics: What could go right?

Published by : Columbia Threadneedle Investments

When it comes to policy, there are things that can go right and things that can go wrong – particularly so with Trumponomics.

Published: 10 July 2017

Business Area: US

Type: Portable Document Format (.pdf)

US subprime auto loans: systemic risk or contained weakness?

Published by : Insight Investment

US auto loan markets have attracted recent attention due to rising delinquencies. However, we believe there is little potential for systemic risk in the structured credit and private lending markets, and we expect market weakness to be contained.

Published: 27 June 2017

Business Area: US

Type: Portable Document Format (.pdf)

Hermes reacts to the Fed's decision to raise interest rates

Published by : Hermes Investment Management

Neil Williams, Group Chief Economist at Hermes Investment Management shares his views on The Federal Reserve raising interest rates to 1.25% - The fourth hike since the financial crisis.

Published: 26 June 2017

Business Area: US

Type: Other

US raises rates: fund manager reaction

Published by : Hermes Investment Management

Mark Sherlock, CFA, Lead Portfolio Manager at Hermes shares with us his views on the Federal Reserve raising the interest rate and what this means for for US small- and mid-cap companies.

Published: 26 June 2017

Business Area: US

Type: Other

A problem with U.S. average hourly earnings

Published by : M&G Investments

Yellen’s Fed has been happy to let rates stay low amongst a tight and tightening U.S labour market because wage growth has been lower than one would expect for a jobs market as healthy as this one. So, slow growth of wages must illustrate some underappreciated slack at work.

Published: 12 June 2017

Business Area: US

Type: Other

The last days of the US dollar?

Published by : Old Mutual Global Investors

Ned Naylor-Leyland, manager of the Old Mutual Gold & Silver Fund, looks at the US dollar’s reserve currency status and an era of change that looms large.

Published: 01 June 2017

Business Area: US

Type: Other

Rating: 1 people found this useful

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