2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
The dollar surged this morning on the back of only the second Fed rate rise since the 2008 financial crisis.
The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?
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’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?
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?
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.
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.
What a game changer the election of Donald Trump as US president is likely to be across so many fronts.
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.
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.
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.
