David Coombs' Letter from America
'Dispute may trigger severe market turmoil': Shares tumble as China promises retaliation on Trump's $200bn tariffs threats
White House to identify Chinese goods on which to impose 10% import tariffs
Cryptocurrencies, specifically Bitcoin, have been a hot topic among the retail and professional investment community in the US.
Fees represent 'structural disadvantage'
Favourable on US and commodities
Introduction of metal tariffs
Underweight the sector
Helped by the Federal Reserve
Tax cuts boosting earnings
In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar, writes MitonOptimal's Peter Geikie-Cobb.
Second instalment of series
'Increased level of fear and uncertainty'
Impact on decision-making
Tax cuts to benefit US small caps
Concerns over privacy scandal
Potential US dollar impact examined
Baillie Gifford's Slater: Being a long-term investor is a difficult thing to be in this most impatient of industries
Opportunities in unlisted companies
Potential for significant losses in parts of the market
Most famous Transatlantic unions
According to AJ Bell Investcentre
10-year Treasury yield range bound
Move to digitalisation
As ten-year US Treasuries hit 3%, it is time to start thinking out of the box, writes Brian Heyworth, global head of client strategy at HSBC Global Asset Management.