Why Trump has helped EM equity managers
Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
Donald Trump
-
-
Trump’s ‘fire and fury’ threat wipes $1trn from global markets
The drastic fall across global markets following president Donald Trump’s threats against North Korea are a sign of how pronounced downturns can be from lofty market highs, Rowan Dartington’s Guy Stephens says.
-
Trump’s Paris exit throws up problems for ESG bond managers
US president Donald Trump’s decision to withdraw from the Paris Climate Agreement may result in securities issued by the US government becoming ineligible for ESG investors, experts say. But ESG fund managers are reluctant to disengage.
-
ESG investors hit out at Trump’s Paris Agreement renege
Investors have said that president Trump’s decision to turn his back on the Paris Climate Agreement ignores the economic benefits that renewable energy brings.
-
Investment groups reassure as Trump pulls plug on Paris accord
Investment managers have played down Donald Trump’s decision to pull the US out of the Paris climate agreement, saying the effect on companies will be minimal.
-
Trump incompetence plays to US equities strength
US equity markets reached another record high this week, seemingly undeterred by the glaring incompetence of the Trump administration. But perhaps markets have a good reason for remaining so upbeat.
-
Trump – from asset to liability for US equities?
When Donald Trump had just been elected to the US presidency, investors believed this would power US equities to new highs, while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
-
ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?
-
US equities after the Trump rally – any opportunities left?
It’s very easy to make the bear case for US equities right now: valuations are high, and the market has priced in all the good things it expects from Donald Trump and none of the bad stuff. But that may be too simplistic a view.
-
Five things you need to know about Trump’s tax plan
This week, US president Donald Trump unveiled what he called “the biggest tax cuts in history”. Here’s a look at some of the initial proposals to slash inheritance tax, top income brackets and tax for large corporations.
-
It’s the economy, stupid, say Finns
Economics will trump politics as the main driving factor for equities this year, Finland’s fund buyers believe. And European equities are the place to be.
-
US equities – the Trump honeymoon period lasts
A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?