Economics

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” such as entertainment and leisure, high street shopping, and schools reopening.

The US Federal Reserve (Fed) and European Central Bank (ECB) are in different positions, where the Fed has eased back on its stimulus while the ECB has kept its purchase programmes going.

Democrats have completed a sweep of Congress following the double victory in the state of Georgia’s run-off election. Keith Wade, Schroders’ Chief Economist, discusses what this means for the US economy in the near-term

Abbie Llewellyn-Waters, fund manager, global sustainable equities at Jupiter, reflects on the meaning of the democrat victory and the implications for investors.

According to Frédéric Samama, Chief Responsible Investment Officer at CPR AM, the fact that Central Banks are putting these issues on their agenda sends a signal that all corporates are increasingly evolving into an environment in which these themes are becoming central.