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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Q2 Outlook: The cycle strikes back

Brian Nick, Chief Investment Strategist, provides his 2Q Outlook based on three themes: Late stage economic cycle implications; opportunities in muni bonds and U.S . and non-U.S. stocks; and valuations.

Company: Nuveen
Date added: 08-08-2018
Sector: US Equities

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A draft of an executive order issued by the Trump administration is raising questions among the thousands of immigrant STEM workers it could potentially impact.

Following through on his campaign promise to create more jobs for American workers, President Trump seeks to use the order to limit the number of immigrant employees that technology companies hire through work-visa programs. A draft of the proposal states “visa programs for foreign workers … should be administered in a manner that protects the civil rights of American workers and current lawful residents, and that prioritizes the protection of American workers -- our forgotten working people -- and the jobs they hold.”

Company: US Politics
Date added: 31-01-2017
Sector: US Equities

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Schroders - Employment report seals December rate rise in the US

Today’s US jobs report showed payrolls rose 178,000 in November, in line with expectations. Alongside a surprise drop in the unemployment rate to 4.6%, this gives the US Federal Reserve (Fed) the case to raise rates. 

Company: Schroders
Date added: 05-12-2016
Sector: US Equities

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New Capital - US Growth Equities – Reasons to be Bullish

As the US Presidential Election approaches, market volatility and uncertainty are likely to increase from their current subdued levels. Following the Election, we believe that the market can climb the proverbial Wall of Worry into year-end, and we have positioned the portfolio accordingly.

Company: New Capital
Date added: 20-10-2016
Sector: US Equities

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S&P Dow Jones Indices - U.S. Equities in Aug 2016 - some highlights

The S&P 500® decreased 0.12% in August, bringing its YTD return to 6.21%. The Dow Jones Industrial Average® returned -0.17% for the month and was up 5.60% YTD. The S&P MidCap 400® was up 0.34% for the month and up 11.88% YTD. The S&P SmallCap 600® returned 1.22% in August, with a 12.11% YTD return.

Company: S&P Dow Jones
Date added: 07-09-2016
Sector: US Equities

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New Capital - Thematic Spotlight: Hey big spender

Confidence in the US economy is positively affecting a change in consumer buying behaviour as they switch to spending rather than saving.

Company: New Capital
Date added: 29-06-2016
Sector: US Equities

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TIAA - Revised 2016 Economic Forecast: Despite slowdown, a recession is not imminent

Article highlights

  • There are two different lenses through which to view the recent slowdown in the U.S. economy: one emphasizes real growth, while the other highlights nominal growth.
  • Economists—and the Fed—typically focus on real growth because it reflects the true level of underlying demand in the economy. From the Fed’s perspective, we should begin to see a marked increase in wages and inflation this year, factors supporting a stronger pickup in real economic activity.
  • The nominal view, which is how the markets perceive the economy, is currently more pessimistic. Nominal GDP growth could fall below 2% this summer, and subtracting inflation from that level would necessarily result in weaker real growth.
  • These two contrasting views cannot be reconciled; either one or the other is correct, but not both. Over the next few months, we will know which one, based on the direction of unemployment and inflation, as well as other key indicators.
  • While we do not foresee an imminent recession, there is enough evidence to lower our forecast for 2016 average GDP growth from 2.6% to 2.0%.

Company: TIAA
Date added: 01-01-2016
Sector: US Equities

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Legg Mason - Investing in a diverse selection of US companies paying high and growing dividends

The Legg Mason ClearBridge Tactical Dividend Income Fund aims to deliver a high and consistent level of income, with income growth and capital appreciation as important secondary objectives. The Fund has a considerable allocation to income generating energy infrastructure companies and real estate investment trusts (REITs). This combination offers investors invaluable exposure to the improving US economy at a time when the environment for US dividends is increasingly positive. 

Company: Legg Mason
Date added: 01-12-2015
Sector: US Equities

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Legg Mason - Leading the way in U.S equities

A range of US equity funds designed to meet diverse investor needs – from Legg Mason Global Asset Management, an experienced investor in US securities.

Company: Legg Mason
Date added: 01-12-2015
Sector: US Equities

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Legg Mason - The US growth opportunity

Don’t let the name fool you. The Legg Mason ClearBridge US Aggressive Growth Fund is a defensively-minded fund that invests in companies that can grow their earnings and cash flows aggressively. The managers have assembled a high-conviction portfolio of companies with compelling products and services. They believe the key to long-term growth is finding innovative companies with a competitive advantage, capable of dominating their markets – that’s what they mean by ‘aggressive growth’.

Company: Legg Mason
Date added: 01-12-2015
Sector: US Equities

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Legg Mason - US aggresive growth fund, manager Q&A

Although some areas of the market appear overvalued, the manager still sees plenty of undervalued growth stories around. This Q&A is based on a webcast that took place on 20 July 2015 in which Evan Bauman looks at the Fund’s approach, positioning and outlook.

Company: Legg Mason
Date added: 01-12-2015
Sector: US Equities

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