US inflation registers at 2.8% as market braces for ‘step into the unknown’
US tariff discussion adds uncertainty to inflation predictions
Donald Trump
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Head to head: The Japanese question
Two Japan watchers go head to head on this region that continues to confound investors
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IA: Investors pull £3bn from funds in January
Uncertainty over Trump’s policies in the future path of interest rates contributed to the outflows, according to the IA
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Head to head: Change is in the air
Are investors right to turn their backs on Europe or do opportunities still persist in the region?
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Gold funds surge in January as tariff fears mount
Precious metal funds topped the charts while India funds tanked
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US bond market to ‘stay under pressure’ as US Federal Reserve holds rates
The decision to hold interest rates at 4.25-4.5% comes one week after US President Trump demanded a rate cut
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Analysis: Investors buckle up as Trump gets to work
What impact will the incoming administration have on individual companies and stockmarkets as the president rolls out a slew of executive orders?
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Over 90% of UK and European investors ‘concerned’ about sustainability under a Trump presidency
Despite these concerns, over half plan to increase their impact allocations over the next 12 months
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‘Strap in’: Trump returns to questions on tariffs and inflation
Trump returns for second term in the White House
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CIOs name trade wars and concentration risk as 2025’s top concerns
ARC market sentiment survey also found inflation to be among CIOs top risks for the coming year
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Head to head: Emerging outlook
Yoram Lustig of T. Rowe Price and JP Morgan’s John Citron go head to head on emerging markets
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Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza