ESG investors hit out at Trump’s Paris Agreement renege
Investors have said that president Trump’s decision to turn his back on the Paris Climate Agreement ignores the economic benefits that renewable energy brings.
Donald Trump
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PA ANALYSIS: Economics vs politics, and the end of populism?
Just hours away from polling day, and the UK general election looks to be the first major vote in some time not defined by the dreaded ‘P’ word.
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Which wealth managers have the highest cash levels?
Five managers give Portfolio Adviser the low-down on their current cash levels and what assets, if anything, they intend to splurge on.
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PA ANALYSIS: Trump – from asset to liability for US equities?
When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
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Guy Stephens: Markets have ingredients for stagflation cocktail
Rowan Dartington technical investment director Guy Stephens said the US, UK and eurozone tick two of the three boxes that point to a stagflationary resurgence.
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Currency markets wake up to possible Trump impact
For the past several days the dollar has hovered at less than £0.77 to the pound, signalling that markets have “woken up to Trump” risks, according to Architas investment director Adrian Lowcock.
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PA ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
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Coombs: Passives are ‘blunt’ tools in post-Brexit reality
David Coombs, head of head of multi-asset investments at Rathbones believes passive funds may be inadequate to overcome the challenges arising in the new political climate.
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EdenTree’s Hepworth ‘going against the herd’ on value
The “Trump bump” may have slumped in 2017, but EdenTree Investment Management’s CIO Robin Hepworth argues the value trade is for the long-haul.
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Strategy guru: Company earnings are moving markets, not the ‘Trump bump’
The idea a ‘Trump bump’ has made markets rally is illusory, according to a highly-regarded investment strategist
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The five other presidents who trumped the ‘Trump Bump’
US equity specialist Charles Schwab has poured scorn on the stock market’s so-called ‘Trump Bump’, with research showing the 5.4% market rally is far from the greatest seen during a president’s first 100 days in office.
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PA ANALYSIS: Is now the time to invest in active US equity funds?
After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump’s first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?