Donald Trump

Portfolio managers take defensive stance to mitigate risk of 'coin toss' US election

US

Portfolio managers take defensive stance to mitigate risk of 'coin toss' US election

Hedging their bets

clock 01 November 2024 • 5 min read
Morningstar's Michael Field: European equities poised for volatility amid US election outcomes

US

Morningstar's Michael Field: European equities poised for volatility amid US election outcomes

'Period of uncertainty'

clock 01 November 2024 • 3 min read
Square Mile's Charlie McCann: Taking a long-term view on the US elections

US

Square Mile's Charlie McCann: Taking a long-term view on the US elections

Fiscal deficit expansion 'likely'

clock 01 November 2024 • 4 min read
FundCalibre's Juliet Schooling Latter: The question of emerging markets' revival

Emerging markets

FundCalibre's Juliet Schooling Latter: The question of emerging markets' revival

'Still require careful navigation'

clock 11 September 2024 • 5 min read
Deep Dive: A potential second Trump term spells uncertainty over strength of the US dollar

Currencies

Deep Dive: A potential second Trump term spells uncertainty over strength of the US dollar

Path to weaker dollar 'will not be smooth'

clock 23 August 2024 • 4 min read
Kamala Harris pledges to raise US corporate tax rate to 28%

US

Kamala Harris pledges to raise US corporate tax rate to 28%

Continuing with Joe Biden’s plans

clock 20 August 2024 • 2 min read
Investors on tenterhooks as markets await rate cut clarity from Powell at Jackson Hole

Economics

Investors on tenterhooks as markets await rate cut clarity from Powell at Jackson Hole

Jackson Hole 22-24 August

clock 19 August 2024 • 3 min read
Trump pledges to erode Fed's independence if re-elected – reports

Economics

Trump pledges to erode Fed's independence if re-elected – reports

Mar-a-Lago press conference

clock 09 August 2024 • 1 min read
Mirabaud's John Plassard: What a 'Harris trade' would look like

US

Mirabaud's John Plassard: What a 'Harris trade' would look like

Trump trade could see 'some volatility'

clock 26 July 2024 • 4 min read
Amundi CIO Mortier: Markets have yet to price in the risk of a Trump-fuelled inflation rebound

Markets

Amundi CIO Mortier: Markets have yet to price in the risk of a Trump-fuelled inflation rebound

Market priced for 'perfection'

clock 26 July 2024 • 3 min read
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UK gilt yields creep up to 2008 levels as Reeves heads to China

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BoE's Sarah Breeden: Monetary policy restrictions expected to be removed 'gradually over time'

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Fundsmith Equity fund sells long-term holdings in Diageo and Apple in 2024

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Stories of the Week: Surging gilt yields puts pressure on government's debt management

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Chrysalis' discount halves as it eyes greater capital return to shareholders

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