Dollar/yuan disparity ‘biggest concern’ for global assets – Andrews Gwynne
A robust dollar could have nasty implications for global assets but China is particularly at risk, said Andrews Gwynne partner Mark Smith.
Donald Trump
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PA ANALYSIS: America first, European and British exporters last?
While President Donald Trump said very little on trade policy during his address to Congress on Tuesday, his ‘America First’ mantra rang clear. But where does that leave European and British exporters?
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Investors left wanting more after Trump’s policy-lite speech
US president Donald Trump’s first address to Congress was big on sweeping nationalistic statements, short on details for his future tax and infrastructure policies.
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Hermes: Trump’s ‘lightning rod’ to spur US growth
The US economy can look forward to a strong run as Donald Trump performs the role of “lightning rod” for growth, according to Hermes’ Mark Sherlock.
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Five reasons not to fear government bonds
Though the recent uptick in inflation expectations and the Trump-fuelled reflationary trade have scared many investors away from government bonds, five portfolio managers argue there is still value to be found.
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PA ANALYSIS: Could Europe be the best place for active managers to outpace passives?
As more managers let go of their hang-ups over Europe and return to investing in the region, there could be a golden opportunity for active managers to outperform by getting sector specific and avoiding the usual defensive crutches.
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How advisers are positioning model portfolios, as risk-on rules
Natixis Global Asset Management has issued its latest UK Portfolio Barometer on how advisers positioned model portfolios in the fourth quarter of 2016. Here are five of the key takeaways.
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PA ANALYSIS: Sorting through the winners and losers post-Dodd Frank
The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.
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EM equities strong enough to face US headwinds – Goldman Sachs AM
A Trumped-up US economy, taper tantrum and a dollar bull market do not have to be insurmountable headwinds for emerging market equities, according to Goldman Sachs Asset Management’s Luke Barrs.
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PA ANALYSIS: Could mixed January jobs data derail the Fed’s plans?
The first US nonfarm payroll data since Donald Trump’s inauguration has made the Federal Reserve’s next rate moves harder to calculate, leaving investment professionals split on the US economy’s inflation trajectory.
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Trump flows show no sign of reversal but beware of ‘hippie daze’ – BAML
While investor sentiment on the US economy remains stubbornly bullish, this could give way to volatile conditions similar to those seen before the 1973 stock market crash, according to Bank of America Merrill Lynch.
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PA ANALYSIS: Gold as a Trump hedge – is that a good idea?
As the Trump rally is showing signs of faltering, would it make sense to hedge your bets and go for gold?
