The case for US growth...
We expect large growth stocks to continue to outperform other asset classes and the broader US equity market, even as…
12/12/24
US
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Article
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Graph
Graph of the Week –...
US labour productivity has improved further amid moderating price pressures and a normalising labour market, underpinning investor expectations of more…
06/12/24
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Article
Weekly Market Update – Rate-cut...
Although the incoming Trump administration has set adrift a raft of uncertainties for markets, recent economic data and policy signals…
03/12/24
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Article
Weekly Market Update – US...
Recent data shows significant divergence between the US and eurozone economies. The result has been a depreciation of the euro…
27/11/24
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Podcast
Talking Heads – Is US...
The arrival of a more protectionist US administration favouring deregulation and fossil fuels may be seen as hindering the energy…
26/11/24
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Graph
Graph of the Week –...
The surprisingly resounding victory of Donald Trump and the Republican party in the 7 November US election has had a…
22/11/24