US equities’ advance makes European investors run
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.
Donald Trump
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PEOPLE MOVES: White House, Legal & General, DIFC
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.
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Trump’s Paris exit throws up problems for ESG bond managers
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.
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Investment groups reassure as Trump pulls plug on Paris accord
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.
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The asset class that will produce the best returns this year
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.
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ANALYSIS: Trump – from asset to liability for US equities?
When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
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What Trump’s tax plan means for US expats
President Donald Trump unveiled his much-anticipated tax plan last month, promising “the biggest tax cuts in history”. Here tax advisers Ephraim Moss and Joshua Ashman from Expat Tax Professionals show how the proposals will affect US expats living around the world.
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Why the US is ‘priced for perfection’
Now the economic honeymoon period following Donald Trump’s election has ended, Noel O’Halloran says this is the time to take stock and reassess asset allocations.
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US equities after the Trump rally – any opportunities left?
It’s very easy to make the bear case for US equities right now: valuations are high, and the market has priced in all the good things it expects from Donald Trump and none of the bad stuff. But that may be too simplistic a view.
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Five things you need to know about Trump’s tax plan
This week, US president Donald Trump unveiled what he called “the biggest tax cuts in history”. Here’s a look at some of the initial proposals to slash inheritance tax, top income brackets and tax for large corporations.
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ANALYSIS: Is now the time to invest in active US equity funds?
After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump’s first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?
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Best and Worst US sectors during Trump’s first 100 days
Trump’s first 100 days in office have been jam packed with outrageous tweets, ‘alternative facts,’ a failed healthcare bill and foreign policy blunders. But, what were the best and worst performing US sectors during Trump’s first 100 days?