Analysis: Bond market scepticism on Trump victory
Fears president-elect’s policies will be inflationary
US election
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Evelyn Partners’ Hollands: How to play US equities post election
Fund picks for adding exposure
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Trump tariffs: A looming disaster for the global economy?
Ahead of today’s election, SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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Metal funds win out in October fund performance
Gold hitting all-time highs and silver rallying propelled precious metal strategies in the month
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Nordea AM’s Claus Vorm: No equities sell-off triggered by US election but yields could rise
Policy impacts ‘more predictable’ than in 2016
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Schroders: Global equities and private equity favoured despite election-heavy year
Global investors are looking through the ‘short-term noise’
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Analysis: Should investors care about the US election?
As the US presidential election gets ever closer, investors are warned to strap in for a bumpy ride
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Quilter: Fund groups expect Labour’s policies to enhance economic growth
Investors expect economy to grow 1.22% in 2025, up from 0.98%, according to Quilter’s Investor Trends Survey
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Is a bitcoin allocation a diversification ‘cheat code’?
A 1% allocation to bitcoin in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years
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Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election
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Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
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Rathbones’ David Coombs weighs in on a second Trump presidency
Coombs outlined the challenges and the assets that could do well