Sostenibilità. Facciamo sul serio.
Video

The road ahead for US equities

Insight
21 August 2024 |
Active ESG
Charlotte Daughtrey, Equity Investment Specialist, considers the current tailwinds for US equities, the impact of the US election on small- and mid-cap companies, and whether or not the recent rotation out of mega-caps is sustainable.

How might the US election impact small- and mid-cap companies?

Video transcript

What are the current tailwinds for US equities?

Video transcript

Investors should keep in mind that while politics can cause volatility, this is often short term and importantly, to pardon the pun, the economy trumps politics.

Is the recent rotation into small- and mid-cap stocks sustainable?

Video transcript

To learn more about US SMID Equity, please click here

1 Bloomberg

2 Ibid

3 Past performance is not a reliable indicator of future performance. In USD, net of fees.

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