The persistent behavioural dynamics of deflationary fear seem to be changing, with investors starting to get excited about accelerating US growth and reflation. This faster growth narrative does have some potential merit.
However, we would caution investors to remember that Trump was elected by everyday Main Street Americans and not Wall Street financiers. Even before considering higher potential costs from trade restrictions,...
Merging three units' senior management teams into one
Partner Insight The idea of 'underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities
Investing in fintech enablers and challengers
0.25% charge on £100,000 investment
Sector launched in April this year