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US 2013: Schroders
2013: A year in the US – Joanna Shatney, Head of US Large Cap Equities
US companies are well positioned to continue to deliver moderate earnings growth against a backdrop of modest economic growth in the US and globally.
Liquidity provides a strong environment for potential earnings growth and valuations strongly support market upside.
The first quarter of 2013 could be difficult if Hurricane Sandy, fiscal cliff concerns and election-hangover cloud GDP data for Q4 2012, but the US is well-equipped to deal with these challenges and we expect a positive return over the course of 2013.
Posted at 12:37 PM in News & Comment | Permalink