Donald Trump

Multi-asset

Holding cash long term is uncomfortable, but this is a time for patience

Uncertainty about what Trump may do

clock 25 November 2016 • 2 min read

US

Trump rally hits Newton Real Return performance as safe havens suffer

Portfolio maintains longer-term outperformance

clock 25 November 2016 • 2 min read

Investment Trusts

Invesco Perpetual's Barnett warns UK equity re-rating 'unlikely to continue unchecked'

UK equity market faces 'several challenges'

clock 24 November 2016 • 3 min read

Commodities

ETF Securities: Gold will hit $1,440 by mid-June 2017

Time to buy on price weakness

clock 24 November 2016 • 2 min read

US

OMGI's Heslop on the potential impact of President-Elect Trump

Key is understanding the effect of macroeconomics on the market

clock 22 November 2016 • 2 min read

Bonds

Trump trouble: Strategic bond managers take risk off table amid US treasury rout

Sell-off in bond market following US Election result

clock 22 November 2016 • 4 min read

Global

Aberdeen's Mackenzie: 'Trump has fogged up our crystal ball'

Craig Mackenzie, senior investment strategist at Aberdeen Asset Management, on why 2017 offers a slightly hotter dish than 2016, albeit with an extra twist of political uncertainty.

clock 22 November 2016 • 4 min read

UK

Thesis' Paterson: Three stocks to navigate global uncertainty

UK-listed names

clock 22 November 2016 • 2 min read

Markets

Gosling's Grouse: Why we shouldn't be afraid to embrace uncertainty

The most overused phrase this year: 'the market hates uncertainty'

clock 22 November 2016 • 3 min read

Global

Four US indices hit record highs on oil jump

Also boosted by Trump's spending plans

clock 22 November 2016 • 1 min read
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