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.
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US tracker popularity resilient despite election
Tilney Bestinvest’s clients continued to put money into US tracker index funds in October despite markets being spooked by the potential outcome of the presidential election.
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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.
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Franklin Templeton: Ignore recessionary fears, US in ‘growth pause’
The US is in a period of “growth pause” rather than lapsing into recession, with long-term equity opportunities in technology and healthcare companies, according to Franklin Templeton’s Grant Bowers.
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Lazard launches US equity fund
Lazard Asset Management (LAM) has launched the Lazard US Equity Concentrated Fund.
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Consumer demand is key in 2016 – Fidelity CIO
Will higher wages and lower prices actually lead to a stronger consumer? That’s the question of the day as we move into 2016, according to Dominic Rossi, global CIO of equities at Fidelity International.
