Year in review: US
Despite a strong year for US stock markets in 2017, a strengthening pound has taken some of the gloss from returns for UK-based investors.
Us
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Kames heads west to America
Kames Capital is heading out west to the US, offering American investors access to two global equity strategies.
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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.
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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.
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US growth drops to weakest in three years
US real GDP increased at an annual rate of 0.7% in the first quarter, the slowest pace since the first quarter of 2014.
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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.
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PA ANALYSIS: ‘Trump gap’ more apt than ‘Trump trade’
Markets have faltered over fears of a gap between what president Trump promised against what he can deliver – so is positive macro news across the pond all its cracked up to be for an investor?
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Chinese equities overtake the Trump train
China left the US in the dust last month and was the best performing region of the MSCI All Country World Index (ACWI), while France and Germany crawled behind.
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US GDP climb slows down
Growth in the US economy slowed in the last three months of 2016 according to early estimates from the Bureau of Economic Analysis released on Friday.
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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.
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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.
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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.