ANALYSIS: New investment realities and rules await in 2017
Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.
Bank of America Merrill Lynch suspects easier bank lending conditions will force the hand of the Federal Reserve to hike rates more aggressively, clipping the current risk rally.
President-elect Donald Trump might not be all bad for funds that make impactful investments in clean energy, technology or innovative pharmaceuticals, says AXA Investment Managers global head of responsible investment Matt Christensen.
President-elect Donald J Trump’s aggressive positions on immigration, infrastructure spending and isolationism could push up wage and core inflation, commentators fear.
With less than a week to go before one of the most contentious presidential contests concludes, some market participants are ignoring the noise, but many are fretting over shocks to equity markets and the potential fallout from protectionist trade policies.
Rathbones asset allocation strategist Edward Smith has argued that investors should “pay close attention to the insidious creep of protectionism, as US politicians and elsewhere look to harness the disenfranchised.”
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.
Speaking at the annual Jackson Hole symposium, Federal Reserve Chair Janet Yellen said the solid performance of the United States labour market and current economic outlook mean the case for an increase in the federal funds rate has ‘strengthened in recent months.’
While bonds have become the new stocks for many investors, ‘Taper Tantrum II’ remains a real threat for asset markets this autumn, warned Bank of America Merrill Lynch ahead of Fed chair Janet Yellen’s Jackson Hole speech today.
Bank of America Merrill Lynch data revealed 11 July was “the day when bears capitulated into risk assets” with investors flocking to high yield in droves.
Hogan Lovells says the solution to the post-Brexit passporting problem is not as simple as setting up a brass plaque company inside the EU.
News of Microsoft’s LinkedIn acquisition has generated mixed views over its merit.