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.
Equities
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PA ANALYSIS: Should you be topping up UK equities?
As another busy week for British company results kicks off it could be a good time to take the plunge on raising a United Kingdom equities allocation.
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Argonaut launches European income fund for Bennett
Argonaut Capital is set to open a long-only, high-yield European income fund targeting companies yielding 30% above the index after its first year, subject to regulatory approval.
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Are ESG funds doomed to fail under Trump?
President-elect Donald Trump might not be all bad for funds that make impactful investments in clean energy, technology or innovative pharmaceuticals, says AXA Investment Managers global head of responsible investment Matt Christensen.
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PA ANALYSIS: Volatility here to stay in the age of the ‘Toblerone’ market
Ever get the feeling you’ve been cheated? As I write, the masses are rebelling against a momentous decision that has thrown the free world off its axis… and that’s just the changing shape of the Toblerone.
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Managers await the reality of Trump’s Asian threat
Asian markets have recouped all their knee-jerk losses as the dust settles follow Donald Trump’s US presidential election win.
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UK and European equities head Whitley to leave Aberdeen
Aberdeen’s head of UK and European equities Jeremy Whitley is to leave the firm in March after 16 years, succeeded by his deputy Ben Ritchie.
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Woodford expects healthcare boost after Trump win
Neil Woodford expects returns from the bullish healthcare allocation in his three funds could now pick up following today’s win for Donald Trump.
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Fund managers’ top Trump reactions
Active fund managers are largely sanguine but braced for volatility over the coming weeks.
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Wealth managers sit tight as election dip underwhelms
Healthcare and defence were the immediate winners at sector level following Donald Trump’s controversial victory as the outsider Republican candidate was named President elect of the United States.
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Election melodrama fails to stem the flood into US equity ETFs – Blackrock
BlackRock’s breakdown of October’s global ETP landscape showed US investors pouring into US large caps and wary of European equities.
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Lloyds Private Bank trims US bonds in favour of UK and Japan
Lloyds Private Bank has reduced its exposure to United States bonds in favour of raising its United Kingdom and Japanese bonds allocations.