Macro matters: The trouble with Trump
As the shadow of Donald Trump looms large over the 2024 US election, how can investors navigate the added market volatility that often accompanies the race to the White House?
As the shadow of Donald Trump looms large over the 2024 US election, how can investors navigate the added market volatility that often accompanies the race to the White House?
Post-election equity bounce less likely to materialise amid gloomy macroeconomic outlook
Four investors mull the events shaping portfolios over the past week
Charles Younes reckons North American equities will shrug off the 2020 election campaign
Henderson Group has posted negative retail flows for 2016 as Brexit-related volatility continued to impact performance.
Polar Capital tempered the blow from reporting £763m in outflows with news on the former Miton duo’s debut fund at the asset manager.
November was a “month of two halves” for Tilney Bestinvest’s clients as pre-election jitters gave way to a bullish mood following Donald Trump’s win.
The past week has seen the widest global disparity between equity and bond flows ever, according to the latest BofA Merrill Lynch Global Research report.
Donald Trump’s election victory has triggered an almost unprecedented move into US equities.
More than one-third of the S&P 500 will be adversely hit by the reflation trade amid a “violent rotation” in equities, according to JP Morgan’s James Davidson.
The outcome of the US election has triggered a largescale sell-off of bonds and splurges on cyclicals, according to data from Bank of America Merrill Lynch.
Asian markets have recouped all their knee-jerk losses as the dust settles follow Donald Trump’s US presidential election win.