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
US election 2024
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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
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AllianzGI’s Maisonneuve: Why China still has a place in portfolios despite tariff threat
Global CIO equity discusses the outlook for EVs and Chinese equities amid ongoing volatility
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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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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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Morningstar: How likely are elections to impact markets?
As half the world heads to the polls, Nick Stanhope examines to what extend markets could react
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Will politics damage your wealth in 2024?
With half the world heading to the poles and eager for political change, Ravenscroft’s David Le Cornu explores whether investors should be worried
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EFG’s Afzal: Highly-concentrated US market is broadening
EFG Asset Management CIO discusses concentration risk and the US equity market in election year
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Wealth manager Q&A with James Fishbourne: Seeing the wood for the trees
Though volatile markets are unnerving for both wealth managers and their clients, Sarasin & Partners’ James Fishbourne says it is during these times you learn long-lasting lessons
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What 2024’s year of the election means for investors
As international relations become increasingly adversarial, a change in leader could bring about welcome and unwelcome consequences, writes Darius McDermott