Donald Trump

Markets

Kames Capital CIO: Dear Worried Investor

Equity markets everywhere look 'reasonably placed'

clock 15 April 2019 • 4 min read

Global

Nomura's Hodges favours risk assets as tensions remain

US/China and Brexit behind selected calls

clock 08 April 2019 • 1 min read

Economics

Why the US-China power dynamic will shape the investment landscape for decades

Trade relations could impact the world for years

clock 05 April 2019 • 3 min read

Markets

What investors need to know about the deficit dilemma

Economic surplurses also pose risks

clock 20 March 2019 • 5 min read

US

When and how will the next rate rise be delivered?

The most significant consideration for all investors in the US is the actions of its Federal Reserve.

clock 15 March 2019 • 2 min read

Investment

Where next for US equity valuations?

Plenty of 'outstanding' investment opportunities to be found in US stockmarket

clock 15 March 2019 • 4 min read

Industry

Fidelity Analyst Survey: Corporate sentiment drops to lowest level since 2016

Analysts remain cautiously optimistic

clock 11 March 2019 • 2 min read

Investment

The sugar rush fades: corporate earnings will underpin future stock market movements

Industry Voice: We're in the midst of US corporate earnings season. Analysts are expecting overall year-on-year profit growth of around 15%, with some sectors, such as energy and industrials, exceeding that.

clock 11 March 2019 • 3 min read

Markets

Allianz's Petersen: Now is not the time to take risk off the table

More thought and selectivity required from investors

clock 22 February 2019 • 6 min read

Markets

The reality behind the China headlines

Growth still strong and valuations attractive

clock 18 February 2019 • 4 min read
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