US

Highlight

2019

MARCH

06MAR 2019

Economics

Does the US have enough firepower to fight the next recession?

With interest rates already near record lows, we look at what's left in the Fed's arsenal to fight the next recession.

FEBRUARY

19FEB 2019

Markets

US small buyouts: Exploiting inefficiencies in the world’s most efficient economy

Schroder Adveq believes the 300,000 small family-owned businesses and corporate divisions dotting the US landscape present a compelling opportunity for investors.

08FEB 2019

Markets

Five charts to gauge the environment for equities

Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.

05FEB 2019

Markets

Securitised credit: Main Street versus Wall Street

We take a closer look at how asset-backed securities can be used as a defensive asset for those seeking stable income in today’s investment environment.

01FEB 2019

Economics

US labour market remains robust despite government shutdown

Snapshot: Strong jobs data gives confidence in the US economy but is unlikely to change the Fed’s more dovish tone.

JANUARY

31JAN 2019

Economics

The Fed: still the market's flexible friend

Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.

23JAN 2019

Markets

The yield curve explained: is it predicting recession?

Since 1980 the yield curve has accurately predicted the last five US recessions. After nearly a decade of economic expansion, is it telling us that another one is on its way in 2019?