US and Europe: monetary divergence or convergence?
Blackrock’s chief investment strategist Richard Turnill believes “monetary divergence” between the US and the eurozone is creating investment opportunities.
Risk of another US debt ceiling impasse already hitting treasuries
An impasse over raising the debt ceiling could see the US hit the financial buffers in early October failing to meet around 23% of its short term obligations, an analysis by Washington think tank the Bipartisan Policy Centre has said.
PA ANALYSIS: Protectionist US policies no threat to China
The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.
Income investors need to look abroad in 2017 – Kames
United Kingdom based income investors will need to look beyond home shores in 2017, according to a Kames Capital fund manager, with better opportunities for income in the US and Asian markets.
BMO’s Potter goes neutral US post-Trump, keeps Asia overweight
BMO Global Asset Management’s Gary Potter revised his funds’ underweight US position to neutral after the election, but did not back down from his convictions on Japan and Asia despite Donald Trump’s trade rhetoric.
Trump must show backbone and repeal Fatca: deVere CEO
US president-elect Donald Trump must show some backbone and repeal the Foreign Account Tax Compliance Act (Fatca) as a priority, says deVere founder and chief executive Nigel Green.
US investors’ risk aversion climbs as rate hike nears
The confidence of North American investors diminished by 10% between July and August, and this could be further hit by a Federal Reserve decision to raise rates, suggested Kenneth Froot of State Street Global Exchange.