Wednesday 8 November marks the one-year anniversary of the shock election of Donald Trump as president of the US. One-year on, and several thousand tweets later, we spoke to three investors to gauge their view on just what he has achieved since.
US president Donald Trump may be touting his pick for Federal Reserve chair as an “anxiously awaited” event, but how are investors preparing for Thursday’s big reveal?
Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
Global markets have shown little alarm over North Korea’s missile tests and Donald Trump’s rhetoric so far. Nevertheless, investors should hedge their tail risks, advises Dave Lafferty of Natixis GAM.
Investors are moving on from US equities in favour of UK gilts and gold according to the latest Lloyds Bank Investor Sentiment Index.
Despite a murkier outlook for global inflation, there could be “positive surprises” ahead which make inflation-linked bonds an attractive diversifier, Fidelity International says.
The stand-off between US president Donald Trump and North Korea has led to a spike in gold and silver prices, with financial markets adopting a safety first attitude in the immediate aftermath of escalating tensions.
The US equities rally has been given a fresh boost this year by continuing earnings upgrades and a weakening dollar, but Europe’s investors are not buying it.
Political firework Anthony “the Mooch” Scaramucci may return to the investment world after being fired as White House communications director. Legal & General Insurance has created a managing director role focusing on fintech, while a former deputy chief justice of the DIFC court has died.
US president Donald Trump’s decision to withdraw from the Paris Climate Agreement may result in securities issued by the US government becoming ineligible for ESG investors, experts say. But ESG fund managers are reluctant to disengage.
Investment managers have played down Donald Trump’s decision to pull the US out of the Paris climate agreement, saying the effect on companies will be minimal.
When it’s up to fund buyers and asset managers, there are only two, or perhaps three, candidates for best performing asset class over the next 12 months.
