US election holds risk for European markets
But opportunities lie in green transition, digitalisation, and defence
Donald Trump
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J.P. Morgan advises caution as global risks shift
Growth gap between European and US is narrowing
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Delayed blue wave causes chaos in the Capitol
But control of the Senate does not give Democrats free rein
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Markets ponder unclear US election outcome
Is a drawn out and ugly battle for the White House looming?
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What happens if Trump refuses to concede?
S&P 500 lost nearly 10% after the 2000 election before George W Bush was declared the victor
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US market would survive Trump impeachment
Economic data indicates US recession is at least two and a half years away
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‘If everyone moves one way you need to be careful’
Industry experts debated key issues at the Expert Investor Portugal event last week including big data overreach and whether Mifid II puts European asset managers at a disadvantage. Click though the slides to see images of the event and read related article.
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Opportunities for US equities despite negative sentiment
The top European US equity funds returned between 15.14% to 25.63% over the sector average since US president Donald Trump took office in 2017, according to FE Analytics. But negative sentiment is leading many fund selectors to pull out the asset class.
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Has the Trump trade been trumped?
Investors have been hiking their allocations to risky assets since Donald Trump was elected US president exactly a year ago. But has Trump had any role in driving these flows?
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‘You’re hired’: does Trump’s Fed pick matter?
US president Donald Trump may be touting his pick for Federal Reserve chair as an “anxiously awaited” event, but how are investors preparing for Thursday’s big reveal?
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Investors dump emerging market debt as Fed hike looms
Emerging market debt has been the best-selling asset class with European investors this year. But flows turned negative in late September against a backdrop of a hawkish Fed and a strengthening dollar.
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Is the Trump trade back on?
Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.