US
Macro Views | 15 Nov 16
Trump election – a spanner in the works for emerging markets
Emerging market equities and debt have been the most popular asset classes with European investors this year. But now Donald Trump’s election threatens to spoil the party.
Investment | 15 Nov 16
OPINION: Why the dollar bulls are mistaken
The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.
Don’t underestimate the US growth engine – Slater
Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so
ANALYSIS: With the election over Trump risk heads east
Winter is coming, but instead of flying south, the flock of black swans that has pecked away at 30 years of globalisation this year is heading east toward Europe.
North America | 11 Nov 16
Trump win casts doubt over US fiduciary rule
President-elect Donald Trump may look to overturn the US Department of Labor’s fiduciary rule, set to go live in April, requiring specialist retirement advisers to put their client’s interests first, although some say scrapping it is unlikely.