Don’t let European politics distract from the China question – Merricks
The biggest risk facing markets in 2017 is the relationship between the US and China, says Andrew Merricks, head of investments at Skerritts.
Donald Trump
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PA ANALYSIS: China must deliver on ‘global powerhouse’ status
With reports of China flexing its ballistic missile might in response to Trump’s “provocative remarks”, let’s hope Chinese New Year is celebrated with the right kind of fireworks.
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Trump infrastructure push expected to prompt IPOs
President Donald Trump’s promised $1tn investment in infrastructure is likely to spark a boom in primary equities issuance both through IPOs and from already-listed companies, according to the CIO of RARE Infrastructure Nick Langley.
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Kames’ Ryan betting on Paddy Power Betfair despite revenue hit
Kames Capital UK equity manager Audrey Ryan has argued Paddy Power Betfair has several competitive advantages that make it appealing still, despite reporting today it had lost £5m in the fourth quarter of 2016 due to the startling outcome of the US election.
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PA OPINION: When rhetoric and reality collide
There is a lot to like in the UK’s new ‘Modern Industrial Strategy’.
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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?
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Trump-quakes: reflation trade, jobs growth and China
As Donald J Trump prepares to assume the highest office in the United States, Portfolio Adviser reflects on the impact he has already had on global markets.
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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.
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Will Trump create heaven or hell for the global economy?
According to Psigma Investment Management CIO Thomas Becket, under President Trump we could get a version of Dante Alighieri’s Inferno, Purgatorio or Paradiso. The question is, which one?
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Psigma targets contrarian plays and HY in time of ‘Trumponomics’
Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’
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Macroeconomic shocks: Hear no evil
Though 2016 was littered with political surprises, markets begin 2017 in buoyant mood. Would investors be well advised to close their ears to the news chatter?
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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.