US mid-terms could spark infrastructure spend
A better balance of power could lead to a stable infrastructure plan
Election
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Do Italian election results reignite the populist threat?
The Italian election looks set to result in a hung parliament as widely expected, but fund managers are concerned a strong showing by right-wing and populist parties poses a threat to eurozone stability.
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Hung Italian parliament is best for investors
The consensus forecast of no clear winner in this weekend’s Italian election coming true is the best short-term scenario for financial markets and the economy, according to industry experts.
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PA ANALYSIS: Post election choices with Brexit back in the spotlight
Last night’s result is merely paving the way for a “matrix” of political outcomes just 10 days before Brexit negotiations are due to start.
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Sterling takes fright from Conservatives’ shrinking election lead
Sterling has suffered its biggest fall since April after a poll suggested the Conservative party’s lead in the UK general election had diminished.
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Greater stability beckons for Turkey
The re-election of President Recep Tayyip Erdogan in Turkey partially resolves the country’s precarious political situation, said Jan Dehn, Head of Research at Ashmore.
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Strong performance vindicates decision to stick with Barnett – Edinburgh
Despite relatively subdued markets over the course of the year, Edinburgh Trust’s decision to retain Mark Barnett as portfolio manager has been vindicated by the strong performance produced during the year, trust chair Jim Pettigrew said.
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Election uncertainty and pensions changes behind platform sales slide
Election uncertainty and pension reforms contributed to fund platforms enduring a lethargic first quarter, according to data released by Fundscape.
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PA ANALYSIS: Why banks are the real election winners
With the election done and dusted, predictably it is the banks that are the first under the spotlight. But should investors follow the Treasury’s example and use recent strength as an opportunity to sell down holdings.
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Star uk managers weigh in on election aftermath
The initial market reactions to the surprisingly strong victory for the Tories in what was touted as the closest election in a generation were positive, Sterling strengthened, markets rose and inboxes flooded with commentary.
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Short duration gilt investors should hope for conservatives – cunningham
Holders of short-duration gilts should be hoping a Conservative-led government emerges from the General Election, says Newton Investment Management’s Howard Cunningham.
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PA Analysis: Is sterling’s downside already priced in?
However you vote today, it is the direction of sterling – more so than markets – that could cause investors most concern over the coming weeks.
