The world’s largest economy sets the tone for much of what happens in financial markets and thus investing. So we draw on our inflation-linked bond quarterly for the latest on the outlook for US inflation, the wider economy and central bank policy. We also explore shareholder/investor engagement in the US as part of our video mini-series on stewardship. Not wanting to lose sight of equities or the eurozone, we give you an update on the prospects for European small caps.
The headwinds to US growth have mostly died down, allowing the economy to grow at around its longer-term rate. So the Fed now looks less likely to cut rates further.
Engaging with companies over a sustainable future is central to responsible investing. This is how we interpret taking care of long-term value as good stewards.
Investing in European small companies can offer investors attractive opportunities to diversify their portfolios and enhance returns, says Damien Kohler.
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Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients.
The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay.
Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher than average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity, or due to greater sensitivity to changes in market conditions (social, political and economic conditions).