PA ANALYSIS: What if Trump succeeds?
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
Donald Trump
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PA Podcast: Duration, diversification and the not-quite death knell for bonds
Justin Onuekwusi, manager of Legal & General Investment Management’s multi-index range explains why he thinks diversification, while crucial is not enough in the current low-return world and, discusses why great rotation talk is probably a little premature. That is all before revealing the trade of which he is most proud.
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LGIM warns of Trump triggered recession
If President Elect Donald Trump’s full stimulus package goes ahead, by the end of 2017 markets could be concerned about a new recession looming in the United States, according to head of economics at Legal and General Investment Management Tim Drayson.
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November a month of two halves for fund sales
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.
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Long-term oil price rally a pipe dream – WisdomTree
WisdomTree research analyst Nick Leung has cautioned investors against the widespread optimism on a sustained oil price rally, suggesting the long-term pain of lower prices could continue.
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Trump must show backbone and repeal Fatca: deVere CEO
US president-elect Donald Trump must show some backbone and repeal the Foreign Account Tax Compliance Act (Fatca) as a priority, says deVere founder and chief executive Nigel Green.
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Ways to solve the current bond conundrum
Short duration or long duration? That is the question. And the answer, for past few years, has been ‘long’. It’s worked a treat for some. Could things be about to change or is the raging 30-year plus bull market going to go on for longer?
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PA ANALYSIS: Should bears buy bond proxies on weakness?
If a week is a long time in politics, then in markets it can make or break a trader, while heightening the contrarian instincts of investors with a longer-term view.
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PA OPINION: Why the dollar bulls are mistaken
The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.
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PA ANALYSIS: With the election over Trump risk heads east
Winter is coming, but instead of flying south the flock of black swans that has pecked away at 30 years of globalisation this year is heading east toward Europe.
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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.
