£32trn investor group demands climate action from COP24
Schroders and LGIM among investors facing off against Trump on global warming
Donald Trump
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Gridlocked Congress could benefit risk assets
S&P 500 has delivered double-digit returns in years when Congress shared
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US market would survive Trump impeachment
Economic data indicates US recession is at least two and a half years away
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Brits expect UK to outperform all other markets
Over half of investors polled by Charles Schwab think Brexit will be good for the UK
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Investors divided on oil after Trump walks from Iran deal
Donald Trump’s decision to walk away from the Iran nuclear agreement has left investors pondering the short-term prospects for the recovering oil and gas sector.
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Oil price spikes as Trump quits Iran nuclear deal
Donald Trump’s decision to walk away from the Iran nuclear deal has seen the oil price take off, as political tensions in the Middle East look set to increase.
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Trump tax cuts entice UK advisers
UK advisers turned to US funds in April as corporates got to work spending the savings from president Donald Trump’s tax reform.
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Fidelity fund cashes in on Trump military spend
Fidelity Special Situations fund manager Alex Wright has increased his allocation to defense companies in a move set to exploit Donald Trump’s significant increase in his military budget announced in Q1, as the US attempts to create a more lethal Joint Force.
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The biggest losers in a US-China trade war
Making good on campaign promises made in the run-up to the 2016 election, Donald Trump has threatened tariffs of $160bn against China, while retaliatory measures from the Asian powerhouse totalling $50bn aim to target politically-sensitive areas of the US economy. Portfolio Adviser asks the investment industry which sectors would be worst hit if the war…
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Funds could create ‘wider problem’ for tech sell off
Global equity funds with large allocations to tech could result in a “wider problem” if Monday’s sell off continues with many investors exposed to the sector even if they do not have direct holdings.
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Escalation of Trump trade war could create opportunities
The potential for trade wars to escalate could create buying opportunities for investors as global stock markets tumbled overnight on President Donald Trump’s plans for tariffs on up to $60bn (£42bn) of Chinese products.
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Could Trump’s tariffs derail global growth?
Donald Trump’s announcement that the US will introduce import duties on steel and aluminium is being described as a how-to move on triggering a stock sell-off, with industry-heavy funds and indices set to suffer from the protectionist move.