US

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Insights

21MAR 2019

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

2018

DECEMBER

13DEC 2018

Insights

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

NOVEMBER

07NOV 2018

Insights

US midterm elections: Is gridlock good?

Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.

AUGUST

03AUG 2018

Insights

Employment data dips: is US growth moderating?

Quickview: We think the world economy is entering a soft patch, something backed up by today’s payroll numbers from the US.

JUNE

14JUN 2018

Insights

Upbeat Fed turns more hawkish on rates

Markets will have to absorb a greater near-term tightening of US monetary policy after the Fed hiked rates.

2017

DECEMBER

13DEC 2017

Insights

Outlook 2018: Another good year for investors?

We find a spirit of cautious optimism in our round-up of the market views from around Schroders.

13DEC 2017

Insights

Outlook 2018: Gold

We see the gold market as broadly overlooked and offering great value as a portfolio hedge at current levels.

07DEC 2017

Insights

Outlook 2018: US equities

US equities continue to look fundamentally supported, but investors must be aware that risks are more complicated, and more numerous, than weaker economic growth.