Donald Trump

Economics

Kestrel adjusts Global Portfolio amid biggest slowdown in global exports since 2015

Trade war impact

30 October 2018 • 2 min read

Emerging markets

Polar Capital's Nøddekær: Trade wars will allow Asia to 'step out on its own'

US becoming insular

26 October 2018 • 2 min read

US

Washington is reeling - Can the US overcome Trump risk, trade war and mid-terms concerns?

A litany of problems on Capitol Hill

16 October 2018 • 3 min read

Markets

'This time may be different': Investors urged not to ignore warning signs from 'gut-churning' market sell-off

Concerns raised over Fed tightening and US market slump

15 October 2018 • 5 min read

Global

European populism won't burn out - but is democracy dead?

Geopolitical impact on global markets

09 October 2018 • 4 min read

Specialist

What could prompt a risk-off environment?

The US Treasury market has traded within its narrowest range for 40 years.

09 October 2018 • 2 min read

Global

Prepare for 'strange' occurrences as liquidity concerns overlooked

Trade war tensions a distraction

09 October 2018 • 2 min read

ETFs

ETF investors pile into US large caps in September as market continues to outgun rivals

Inflows of €17.7bn

08 October 2018 • 2 min read

US

Will artificial intelligence be a driver of US returns?

Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.

02 October 2018 • 2 min read

Markets

Carmignac's Saint-Georges: US policies 'hoovering' up liquidity and global growth

'Three cycles are colliding'

25 September 2018 • 4 min read