Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
US election
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Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
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Amundi CIO Vincent Mortier on tariffs: ‘There are always winners and losers…but the losers outweigh the winners’
Amundi CIO discusses the potential impact of the upcoming US election on markets
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Janus Henderson: The US election’s effect on markets
78% of mass affluent and high-net worth investors concerned about US election
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Macro matters: The trouble with Trump
As the shadow of Donald Trump looms large over the 2024 US election, how can investors navigate the added market volatility that often accompanies the race to the White House?
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Midterms poised to make muted impact on markets
Post-election equity bounce less likely to materialise amid gloomy macroeconomic outlook
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Coronavirus weekly round-up: UK suffers worst ever economic slump while Joe Biden names Kamala Harris as VP pick
Four investors mull the events shaping portfolios over the past week
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FE Fundinfo: US equities remain an expensive bargain ahead of Super Tuesday
Charles Younes reckons North American equities will shrug off the 2020 election campaign
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Henderson’s retail arm suffers £4.6bn outflow
Henderson Group has posted negative retail flows for 2016 as Brexit-related volatility continued to impact performance.
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Polar Capital confirms Hamilton/Godber launch as outflows bite
Polar Capital tempered the blow from reporting £763m in outflows with news on the former Miton duo’s debut fund at the asset manager.
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November a month of two halves for fund sales
November was a “month of two halves” for Tilney Bestinvest’s clients as pre-election jitters gave way to a bullish mood following Donald Trump’s win.
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BofA Merrill Lynch reports week of ‘great rotation’
The past week has seen the widest global disparity between equity and bond flows ever, according to the latest BofA Merrill Lynch Global Research report.
