Analysis: What if Trump succeeds?
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
Donald Trump
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Trump victory shines light on infrastructure
Donald Trump’s surprise victory in the US presidential election has moved infrastructure investment to the top of the agenda in Washington. But should investors follow suit?
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Is Trump really the game changer that markets expect?
Donald Trump’s election to the US presidency has triggered a shake-up of some parts of the equity markets. Is there more to come or have markets been relying too much on their crystal balls?
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Industry still fears Trump will veto US adviser reforms
As President-elect Donald Trump prepares to take the helm in the most powerful job on Earth, the advice industry has continued to raise concerns he may scrap the US Department of Labor’s (DoL) upcoming fiduciary rule, requiring specialist retirement advisers to put their client’s interests first.
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Be contrarian in the face of Trump uncertainty
Equity markets have responded positively to Donald Trump’s election after an initial setback. But Trump’s unpredictability will remain a risk for the full four years of his presidency. It is, however, more important than ever to hold your nerve and dare to be contrarian.
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It’s anyone’s guess what’s going on inside Trump’s head
What a game changer the election of Donald Trump as US president is likely to be across so many fronts.
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Don’t mistake equities’ current sanguine run for real strength
Investors should not rest too comfortably on the relative calm with which equity markets have greeted both the UK’s EU referendum and the election of Donald Trump to the US presidency warns Guy Stephens.
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Trump must show backbone and repeal Fatca: deVere CEO
US president-elect Donald Trump must show some backbone and repeal the Foreign Account Tax Compliance Act (Fatca) as a priority, says deVere founder and chief executive Nigel Green.
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Not all inflation expectations are equal – Pioneer
The sharp jump in global inflation expectations since Donald Trump’s US election success papers over several significant differences in the inflation path for different countries, said Tanguy Le Saout.
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Trump election sparks record US equity inflows
Donald Trump’s election victory has triggered an almost unprecedented move into US equities. According to Lipper fund flows data, American investors funnelled a record net sum of $27bn (£21.6bn, €25.2bn) to US equity ETFs during the seven days after the election.
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Guernsey cosies up to Trump
Guernsey chief minister, Gavin St Pier, has written to the US ambassador to the UK asking him to extend the island’s congratulations to Donald Trump on his election win.
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Trump election – a spanner in the works for emerging markets
Emerging market equities and debt have been the most popular asset classes with European investors this year. But now Donald Trump’s election threatens to spoil the party.