PA ANALYSIS: Dangers lurk for investors as Trump takes office
With President Donald J Trump now sworn in, the phoney war is over and talk can become policy over the first 100 days. Should investors be bullish or worried?
PA Analysis
-
-
PA ANALYSIS: For markets pricing in perfection, Trump must deliver
Donald Trump is a man of extremes. So, it is perhaps appropriate that markets have responded in kind in the run up to his inauguration on Friday.
-
PA ANALYSIS: Now is the time to be on the front foot in alternatives
Look at this week’s headlines on the FTSE 100, and rather than celebrate its heights commentators warn of a ‘bubble’ or a potential ‘40% fall’. The question is how do investors protect themselves?
-
PA ANALYSIS: Clean Brexit provides clarity but many challenges
Sterling’s reaction over the weekend to leaked portions of Theresa May’s speech on the UK’s Brexit plans, and its general trend since 23 June, meant few expected much strength from the pound on Tuesday.
-
PA ANALYSIS: A long-term view on UK and EU stocks more important than ever
As Prime Minister Theresa May gears up to deliver yet another speech on Britain’s European Union exit, a good case can be made that it is more important than ever for investors to have a long-term outlook when deciding on their UK and European equities allocations.
-
PA ANALYSIS: Don’t forsake liquid alts just yet
Finding well-priced defensive assets has been a key challenge for asset allocators in recent years faced, as they have been, with the tail-end of a 30-year bond bull market and the likely persistence of a ‘lower-for-longer’ world of meagre growth.
-
PA ANALYSIS: Take heed of Americans talking C-R-A-P
We all know Americans love their acronyms, just ask incoming POTUS Trump about his MAGA* ambitions, but the latest from Stateside investors is CRAP.
-
PA ANALYSIS: Retail fund inflows another reason to worry
Portfolio Adviser is a little worried. If it were just me, I would chalk it up to a generalised glass half empty mindset and my attendance on Tuesday at Société Générale’s ‘Bear Fest’.
-
PA ANALYSIS: Should FTSE investors fear an OAP market?
There’s an adage that markets don’t die of old age, but let’s hope this current bull run doesn’t turn into an OAP situation, that is, ‘ope and pray we don’t crash.
-
PA ANALYSIS: Beware the ‘Icarus trade’
As Icarus found out to his cost, striking the balance between aspiration or confidence and hubris is crucial in many endeavours, with investing a prime example.
-
PA ANALYSIS: 2017’s key currency conundrums
The massive moves in the renminbi in the past few days have wrong-footed China bears and underscored yet again the size of the role currencies are likely to play in investment returns this year.
-
PA ANALYSIS: Nothing sweet about lack of passives choice
Those still working their way through the remnants of the Christmas chocolates will recognise the problem…
