Forget the US election crystal ball
It’s not only the winner you need to predict, says one portfolio manager
Elections
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Will US funds remain a beacon of stability after the election?
Several renowned North America funds have seen large inflows over the past three months
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European equities set to rise as US stock market lustre fades?
Sky-high tech stock valuations are making investors nervous
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What does a Trump victory mean for US water infrastructure?
There is a ‘need and urgency to make available funds to replace the ageing US water network’
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Fund selectors size up new Finnish government
Five party centre-left coalition plans to raise taxes and increase spending but fragile pact concerns investors
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Fund managers monitor infrastructure policies post US mid-terms
US equities back to being least popular asset class for European fund buyers
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Fiscal policy concerns after Italy’s populist parties gain
The market reaction following the success of Italy’s populist parties at Sunday’s general election will depend on how diluted their stance will be going forward on fiscal easing and being anti-Europe, according to experts.
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Hung Italian parliament ‘best scenario’ for investors
The expected hung parliament following this weekend’s Italian election is likely to encourage fund selectors towards Italian equities and away from the fixed income sector, according to experts.
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ANALYSIS: What Abe’s victory means for Japanese equities
While never in doubt, the strength of victory of Prime Minister Shinzo Abe’s ruling party in Sunday’s snap lower house election exceeded expectations, with the Liberal Democratic Party (LDP) securing more than half the number of lower house seats.
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Japan snap elections – should investors care?
Japanese equity fund managers are backing small and mid cap companies in the tech space as well as ‘online disrupters’ ahead of the snap election to be held in October.
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ANALYSIS: Has German election killed the European spring?
Many fund managers dismissed the historical German election results as “insignificant for markets”. But they fail to take into account the fact that these elections have upended the status quo, possibly triggering a reversal of recent political trends.
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Why you should care about the German elections
You may be forgiven for not staying up late this Sunday to watch the final results of Germany’s parliamentary elections come in. While Chancellor Merkel is sure to win, the scale of her victory is likely to impact the future direction of bond spreads.