AstraZeneca’s lower profits bitter pill to swallow
Shares were down 2.5% to 4,461.5p late Thursday morning, following reports the pharmaceutical group’s pre-tax profits had slipped 29%.
Donald Trump
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PA Podcast: Balanced portfolios in an unbalanced world
John Wyn Evans, head of investment strategy at Investec Wealth and Investment talks the Trump, general geopolitical risk and the importance of reducing one’s return assumptions within balanced portfolios.
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PA ANALYSIS: Inflationary fears as Trump victory spooks bond investors
Bond investors are strapped in for an explosive month ahead as more questions were raised over the next Fed rate rise, following today’s US election result.
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Trump or Clinton – how should you position your portfolio?
Fund managers and fund selectors alike are haunted by the prospect of Trumpian rule, but still deem a Clinton victory more likely. However, it’s paramount investors don’t leave themselves too exposed to the consequences of a Trump triumph.
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PA OPINION: Greater diversity cannot come soon enough
There is an aspirational timbre to the slogan “Make America great again” that belies its dog-whistle like nature.
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PA ANALYSIS: Weighing up White House risk
With less than a week to go before one of the most contentious presidential contests concludes, some market participants are ignoring the noise, but many are fretting over shocks to equity markets and the potential fallout from protectionist trade policies.
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Protectionist presidency poses biggest risk to US equities – Rathbones
Rathbones asset allocation strategist Edward Smith has argued that investors should “pay close attention to the insidious creep of protectionism, as US politicians and elsewhere look to harness the disenfranchised.”
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Buxton: Trump will win US election
Old Mutual Global Investors CEO Richard Buxton is predicting a Donald Trump victory, and a subsequent aggressive shift in global fiscal policy.
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Clinton could improve on status quo but US could overheat under Trump – Lombard Odier
Lombard Odier macro strategist Bill Papadakis suggests the economic outlook under a Hillary Clinton presidency could “turn out to be somewhat better than pure status quo,” while a Donald Trump victory would spell significant uncertainty for the United States and possibly globally.
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PA Expert Insight: Trump-led US not all bad for EM
The prospect of a more protectionist US and the continued strength of the dollar has seen emerging markets sell off in the wake of Donald Trump’s election to the White House. But, there remain telling reasons why investors should not write them off in 2017.