Knacke’s money maps: Mind the productivity gap
Divergence in labour market productivity in the US, UK and Europe suggests it’s time to reconsider equities this side of the Atlantic, says Shard Capital’s Ernst Knacke
US economy
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Square Mile’s Fund Selector: IA Sterling Strategic Bond funds to watch
Eduardo Sánchez, associate research director – fixed income, alternatives and multi-asset, checks out the top performers and compelling newcomers
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
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Stonehage Fleming’s Smit: The five factors that will drive returns in H2
Investors should keep a keen eye on the US market over the coming six months, writes Gerrit Smit
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Rathbones: Prepare for the unexpected when America votes
The two candidates offer starkly different routes for the US equity market, says Oliver Jones
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AXA’s Iggo: Why the US will keep outperforming
It would be unwise to bet against the US market’s continued dominance, writes Chris Iggo
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Biden vs Trump: What to expect from the next biggest election
The UK has a new leader, but this year’s biggest election is yet to come
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US economy underperforms expectations in Q1 as inflation grows
Real GDP grew 1.6% compared to consensus expectations of 2.4%
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Treasury Trove: A compelling case for US Treasuries
Longer-dated US Treasuries, often seen as dull, now offer a multitude of opportunities, writes GAM Investments’ Julian Howard
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‘Unsustainable’ US debt: Could the Fed consider cutting interest rates?
Democrats and Republicans may have agreed on a spending deal, but experts still warn of ‘unsustainable’ levels of debt
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‘The pivot has finally come’: Industry reacts to Fed rate hold and Powell’s dovish tone
Markets are pricing in multiple rate cuts in 2024