Large-cap (6)

The beginning of the end for the unstoppable US economy?
Markets and economics

The beginning of the end for the unstoppable US economy?

On the face of it, the latest round of US economic data points to continued strength. But we...

By Willem Klijnstra

07 Nov 2023

3 min read

Small but perfectly formed?
Elisa Piscopiello
Investment strategy

Small but perfectly formed?

Small-cap US equity indices can offer more balanced sector coverage than tech-dominated large-cap...
By Elisa Piscopiello
05 Apr 2023
3 min read
From a rock to a hard place: forget inflation, growth is now the big fear
John Roe
Markets and economics

From a rock to a hard place: forget inflation, growth is now the big fear

The past month saw a rapid shift in markets from worrying about inflation to worrying about growt...
By John Roe
08 Jul 2022
3 min read
Growing pains, roaring 20s, or stagflation? Revisiting our scenarios
Christopher Teschmacher
Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act , we update our macro scenar...
By Christopher Teschmacher
19 Nov 2021
4 min read