Donald Trump
North America | 9 Dec 16
Analysis: What if Trump succeeds?
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
Investment | 5 Dec 16
Trump victory shines light on infrastructure
Donald Trump’s surprise victory in the US presidential election has moved infrastructure investment to the top of the agenda in Washington. But should investors follow suit?
Is Trump really the game changer that markets expect?
Donald Trump’s election to the US presidency has triggered a shake-up of some parts of the equity markets. Is there more to come or have markets been relying too much on their crystal balls?
North America | 30 Nov 16
Industry still fears Trump will veto US adviser reforms
As President-elect Donald Trump prepares to take the helm in the most powerful job on Earth, the advice industry has continued to raise concerns he may scrap the US Department of Labor’s (DoL) upcoming fiduciary rule, requiring specialist retirement advisers to put their client’s interests first.
Be contrarian in the face of Trump uncertainty
Equity markets have responded positively to Donald Trump’s election after an initial setback. But Trump’s unpredictability will remain a risk for the full four years of his presidency. It is, however, more important than ever to hold your nerve and dare to be contrarian.