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
US economy
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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
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‘Volatility will likely pick up again’: Fed holds fire again as Powell strikes more dovish tone
Chair Jerome Powell’s commentary was where interest lay
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Columbia Threadneedle: Volatility ahead as consumer resilience finally runs out
Investment manager Anthony Willis’ investment outlook
