Donald Trump
Investment | 23 Dec 16
Demographics and Trump’s policies to boost demand in 2017
Trump’s economic policies and a growing older population will give the world economy a boost in 2017 and beyond, says Aymeric Forest, head of global income for multi-assets at Schroders.
Macro Views | 20 Dec 16
Analysis: New investment landscape for 2017
Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.
Emerging Markets | 19 Dec 16
Which asset classes performed best in 2016?
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
Commodities | 15 Dec 16
Dollar rallies, gold falls on back of Fed’s ‘happy’ hike
The dollar surged this morning on the back of only the second Fed rate rise since the 2008 financial crisis.
Russian stocks rally as Trump policy priorities take shape
The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?