PA ANALYSIS: What if Trump succeeds?
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
Analysis
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PA ANALYSIS: ECB acts but Japan lesson looms large
While EU leaders unveiled plans for a new €321m state-of-the-art ‘Europa’ Brussels HQ, over in Frankfurt the ECB was building its own foundations for change.
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PA ANALYSIS: Time to put an end to rip-off passive funds
Active managers are under pressure like never before to either justify or cut their fees, but have passive funds been getting an easier ride than they deserve as a consequence?
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PA Video Insight: US investment outlook
The real impact of Donald Trump as President of the US will not be felt until he and his team implement their various social, economic, foreign and financial policies.
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PA ANALYSIS: Renzi relief could be short-lived
Markets appear to have shrugged off Sunday night’s referendum loss by Matteo Renzi’s government, and while this will cheer investors it is far from clear that the fallout has been contained.
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PA ANALYSIS: Nothing left to fear for sterling as eurozone drama looms?
As the unfolding political drama in the eurozone takes centre stage after the Brexit vote and the US election, has sterling begun its road to recovery?
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PA ANALYSIS: EM argument growing despite Trump slump
One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.
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PA ANALYSIS: How many more skeletons in the bank vaults after RBS stress test fail?
Just when you thought it was safe to dip your toes back into the murky waters of banking stocks, so comes another stress test.
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PA ANALYSIS: Will the Fed turn its back on the world next year?
With a December interest rate rise now close to certain, investors will no longer be trying to assess when the Federal Reserve will raise rates next, but what the path will be after this.
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PA ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?
Barclays’ announcement on Monday that it has launched an execution-only platform should come as no surprise. But, it should serve as a reminder to wealth managers not to get too complacent.
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PA ANALYSIS: Black Friday zombies should reassure investors
As bargain-hungry consumers trail around the shops on both sides of the Atlantic elbowing each other out of the way to grab a heavily discounted television set on what is dubbed Black Friday, the data being generated by the combination of all these purchases is decidedly robust.
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PA ANALYSIS: Could gorging on US equities be too much of a good thing this Thanksgiving?
As Americans get stuck into their Thanksgiving day celebrations the rest of the world still has its eye on the investment ball and some may be weighing up whether, just as with food, you can have too much of a good thing.
