Donald Trump

US

UBS US Growth slashes healthcare ahead of 2020 US election

Fear of regulation main driver behind cut in exposure

clock 16 December 2019 •

Investment

Thanksgiving: Will investors feast on further returns from US equities?

Six managers give their views

clock 28 November 2019 • 5 min read

US

Why US real estate remains attractive amid a 'mixed' economic picture

North American equity markets have rewarded investors in 2019 and are at or near all-time highs.

clock 22 November 2019 • 2 min read

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
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