Donald Trump
Investment | 1 Nov 17
Analysis: ‘You’re hired’: does Trump’s Fed pick matter?
US president Donald Trump may be touting his pick for Federal Reserve chair as an “anxiously awaited” event, but how are investors preparing for Thursday’s big reveal?
Emerging Markets | 12 Sep 17
How Trump has helped EM equity managers
Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
Markets shrug off North Korea threats, for now
Global markets have shown little alarm over North Korea’s missile tests and Donald Trump’s rhetoric so far. Nevertheless, investors should hedge their tail risks, advises Dave Lafferty of Natixis GAM.
Tide turns against Trump’s US in latest sentiment measure
Investors are moving on from US equities in favour of UK gilts and gold according to the latest Lloyds Bank Investor Sentiment Index.
Fixed Income | 11 Aug 17
Inflation-linked bonds attractive despite uncertain outlook
Despite a murkier outlook for global inflation, there could be “positive surprises” ahead which make inflation-linked bonds an attractive diversifier, Fidelity International says.