Trump plans are irrelevant to infrastructure investors
Big infrastructure spending announcements aren’t necessarily on the radar of infra fund managers, said Warryn Robertson, portfolio manager of the Lazard Global Listed Infrastructure Fund.
Donald Trump
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Stock market on “longest winning streak in decades”, tweets Trump. Is he right?
The S&P 500 reached another record high on Wednesday, prompting Donald Trump to tweet enthusiastically that the stock market was on its “longest winning streak in decades”. Is this correct, or are we dealing with just another alternative fact?
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Swedes shake off Trump fear
Swedish fund buyers are in a bullish mood, and have diametrically reversed their assessment of the impact a Trump presidency will have on global markets.
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ANALYSIS: The winners and losers of US financial deregulation
The dismantling of Dodd-Frank would give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.
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How high are the odds for a market correction?
Donald Trump is a huge source of uncertainty for investors. But the US equity market is still trading close to record highs. What’s the chance we will see a market correction in the next three months?
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Gold as a Trump hedge – is that a good idea?
As the Trump rally is showing signs of faltering, would it make sense to hedge your bets and go for gold?
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China is the new superpower, say EM managers
China is set to assume a global leadership role, as the US under Donald Trump seems intent to retreat behind protectionist walls, some EM managers believe.
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Economists: Trump is biggest risk to global markets
Donald Trump’s foreign policy is the biggest risk to global markets, according to a survey of economists conducted by Deutsche Wealth Management.
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The populist uprising – what’s the impact on investors?
Once the preserve of the left, anti-globalisation sentiment has crossed over to the mainstream. Is the populist swing away from globalism a blip, or something more permanent? And what will be the impact on investors?
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PA ANALYSIS: Dangers lurk for investors as Trump takes office
With President Donald J. Trump now sworn in, the phoney war is over and talk can become policy over the first 100 days. Should investors be bullish or worried?
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ANALYSIS: For markets pricing in perfection, Trump must deliver
Donald Trump is a man of extremes. So, it is perhaps appropriate that markets have responded in kind in the run up to his inauguration on Friday.
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Russian stocks rally as Trump policy priorities take shape
The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?