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 election 2024
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Four views: Is it time to buy European equities?
Portfolio Adviser asks four experts if European equities are bouncing back considering the headwinds the region faces
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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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‘Inflationary’ and ‘volatile’ or ‘good for growth’?: Trump declares victory in 2024 US election
Trump wins US election, paving the way for high tariffs and tax cuts that could prove volatile
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Rathbones’ Jones: The policy gap between Trump and Harris has grown
The two candidates offer very different visions for the US economy, writes Oliver Jones
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Premier Miton’s Goodwin: Investors must ignore US election noise
Speculating the outcome of this election could cloud investors’ long-term strategies, writes Duncan Goodwin
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Avoiding market frights this Halloween
Tensions in China and a close election in the US could quash investor sentiment
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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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Morningstar: What does the US election mean for investing in China?
The new president’s stance on China will have knock on effects for investors – Nick Stanhope looks at how to navigate them
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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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Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election
