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
US election 2024
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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
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Five macro views on five regions: What will the elections mean for investors?
Nations representing half of global GDP are holding elections this year – how will markets be affected?
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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?
