Donald Trump

Investment Trusts

US and emerging market equities: The race to the top

How have stocks performed over 2019?

clock 06 November 2019 • 4 min read

Economics

Renminbi rallies as US considers dropping some China tariffs

Past the RMB7 per dollar mark

clock 06 November 2019 • 1 min read

Bonds

Global growth pick-up key to higher bond yields

Global manufacturing continues to contract as trade falters. The Trump administration’s attempts to overhaul trade agreements are cooling sentiment and raising global uncertainty.

clock 05 November 2019 • 2 min read

Global

The US 'political football' investors need to take a look at

An adage of equity investing during a US presidential election cycle is 'avoid healthcare'.

clock 01 November 2019 • 2 min read

Asia

Matthews Asia: Trade war will not dampen 'world's best consumer story'

China capable of 'mitigating impacts of broader dispute'

clock 30 October 2019 • 4 min read

Multi-asset

Investment Conundrums: Aegon's Van den Heuvel on why 'Janus-faced' economic outlook means equity upside is limited

Having a diversified portfolio could soften blows in volatile market

clock 24 October 2019 • 5 min read

Asia

What is the trade war costing?

As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.

clock 21 October 2019 • 2 min read

Global

Polarised global markets are throwing up contrarian opportunities

Are stockmarkets in a bubble or a recession? Well, arguably it is both.

clock 16 October 2019 • 2 min read

Equities

Polar Capital: Healthcare headwinds short term in the US

Overweight healthcare equipment

clock 15 October 2019 • 2 min read

Funds

Hermes' Lundie favours 'the higher end of high yield' on Unconstrained Credit fund

Taking subordination risk in investment grade companies

clock 25 September 2019 • 3 min read
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