When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
A new poll from Aegon UK highlights that a significant portion of advisers are riding on UK equities to provide the best return for clients ahead of the snap election.
The idea a ‘Trump bump’ has made markets rally is illusory, according to a highly-regarded investment strategist
US equity specialist Charles Schwab has poured scorn on the stock market’s so-called ‘Trump Bump’, with research showing the 5.4% market rally is far from the greatest seen during a president’s first 100 days in office.
Trump’s first 100 days in office have been jam packed with outrageous tweets, ‘alternative facts,’ a failed healthcare bill and foreign policy blunders. But, what were the best and worst performing US sectors during Trump’s first 100 days?
Schroders has launched a US Equity Income Maximiser fund targeting 5% of income a year from the world’s largest stockmarket.
Investors’ rotation from US equities into eurozone stocks in April was the fifth largest such shift since 1999, according to the latest Bank of America Merrill Lynch fund manager survey.
While Q1 2017 was “generally positive for most asset classes,” Brooks Macdonald warned a full recovery in UK business investment is unlikely.
US stocks suffered their biggest fall in five months with the S&P 500 index dropping 1.2% to 2,344 as the Dow Jones Industrial Average also fell 240 points.
WH Ireland wealth management head Roderick Buchanan talks about overhauling the business, embracing the digital age and why a ‘sensible’ investment style is best for clients.
The expensive valuations of US equities have made Luca Paolini, Pictet Asset Management’s London-based chief strategist, urge investors to be very cautious.
Stonehage Fleming’s focus on intergenerational wealth provides a strong platform from which to provide the ‘grown-up, long-term investing’ CEO Graham Wainer believes is vital in a globalised world that remains ever-vulnerable to political events.
