US Equities
US Equities: Too big to grow?
02 Apr 2013
No company can grow its earnings forever, but drawing the ‘ex-growth’ line is almost impossible. Joseph Mariathasan delineates the characteristics of pro-growth mega-caps from the US equity market
US Equities: It’s a gas
02 Apr 2013
The hydraulic fracturing revolution could re-shape the US economy – and US equity portfolios with it, writes Joseph Mariathasan
US Equities: Growth – but at what price?
02 Apr 2013
US equity managers’ performance has been determined by a long period of convergence between value and growth strategies. Martin Steward outlines these characteristics in four portfolios and asks if...
US Equities: Squeezing the last drops
01 Jun 2012
US corporate margins have expanded impressively since the crisis. Joseph Mariathasan asks where the next wave of growth is going to come from
US Equities: Storm clouds gather over US economy
01 Jun 2012
Shaniel Ramjee worries that markets are misreading the seriousness of the US fiscal position – a situation complicated by a looming budget cut of $1.2bn
US Equities: Still value to be found on upside
01 Jun 2012
Martin Steward finds some surprising potential for growth at the heart of generally defensive portfolios
US Equities: Concentration on quality
01 Jun 2011
High quality franchises with a global outlook can deliver returns well ahead of the US market, finds Joseph Mariathasan. But it can be a bumpy ride
US Equities: 20 heads are better than one
01 Jun 2011
Joseph Mariathasan takes a look at Neuberger Berman’s Flexible All Cap US Equity strategy
US Equities: Style bias
02 Jun 2010
Joseph Mariathasan uncovers a wide range of strategies among top performers in US equities
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