Hot Topics
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Standard Life Trump
Heightened uncertainty
Trump’s election introduces significant uncertainty to the outlook for government policy, economic activity and the US Federal Reserve (Fed). Market volatility has spiked in reaction to the result and we expect this to continue over the...
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BNY Mellon: Market Implications of the US elections
Peter Hensman, Global Strategist for the Real Return team at Newton Investment Management
“Contrary to polling expectations, and reminiscent of the UK vote for Brexit, Donald Trump has won the US Presidential election as those feeling left behind by technological...
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Trump leads Republican sweep as US rejects status quo
Global uncertainty to remain as election result signals further rolling back of globalisation themes, with emerging markets likely to see greatest impact.
For the US, the Republican sweep in both houses will facilitate Trump’s agenda with a focus on domestic...
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T. Rowe Price: The impact of Trump win on key global sectors
With the surprising election of Donald Trump as the 45th president of the United States, T. Rowe Price investment managers are braced for a highly uncertain investment environment.
During his campaign, Trump offered sweeping proposals that would representsignificant...
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Schroders’ Keith Wade: Trump victory - after initial boost, weaker growth and higher inflation likely
Keith Wade
Congratulations to Donald Trump who has defied the odds and the naysayers to become the oldest elected president of the US. This is an extraordinary achievement for a Washington outsider who had to beat 16 others for the Republican nomination, as well...
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US voters elect Trump as next president
Period of uncertainty ahead; risky assets likely to suffer
Valentijn van Nieuwenhuijzen
It seems the polls were wrong again and Donald Trump has grabbed a surprise victory in the US election. A first negative reaction in risky assets, the Mexican peso and the...
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Investors more concerned with inflation and Fed rate than with US elections
Patrick Moonen
Institutional investors view a Fed rate rise as the biggest threat to their investment portfolios, according to the findings of the latest Risk Rotation Index by NN Investment Partners2, conducted in October, in the midst of an unprecedentedlyintense...
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More fund manager M&A likely
Mike Clements
The asset management
industry has enjoyed some
fruitful years since the
financial crisis.
A tailwind of QE-inspired
markets and inflows has seen
revenues surge, but this has
masked some of the challenges
building up. Growth is stalling,
assets are...
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Uncertainty hits sterling
Hugh Yarrow
Investors, particularly UK
based investors, have had
plenty to think about over
recent weeks.
On the global front, the
build up to the US presidential
election is gaining momentum
and inevitably creating some
uncertainty. Closer to home,
worries over...
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Expect market dive on Trump win
The US election and the
prospects of a Trump
presidency are currently
looming large over markets.
The Brexit vote highlighted
how current conditions are
polarising electorates, with more
extreme parties and candidates
garnering support. Polls are
currently leaning...
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Could Trump create a responsible investment 'speed bump'?
Matt Christensen, Global Head of Responsible Investment at AXA Investment Managers ( AXA IM), comments on what the potential outcome of the US election could mean for responsible investment (RI) globally
“While RI is a long-term trend that is here to stay,...
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Broad NN IP study shows ESG factors drive higher performance in emerging markets
Jeroen Bos
Investing in emerging markets (EM) equities with high environmental, social and governance (ESG) ratings leads to better performance when adjusted for country and sector factors, analysis1 in a new report from NN Investment Partners (NN IP) shows.The...
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What is ‘spooking’ fund managers this Halloween?
Rising correlations complicating matters
Arif Husain, Head of International Fixed Income at T. Rowe Price
Bond investors face a very difficult investment environment: Yields are near record lows, central bank actions have caused widespread volatility, andconcerns...
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Legg Mason: Good news at last
After years of being dragged down by a weak global outlook, the leading Purchasing Managers Index (PMI) – a key gauge of economic sentiment – rose more than expected in the US, Europe and Japan in October, lifting growth-sensitive sectors such as High Yield,
inflation-linked...
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Gridlock
Author: Tim Dowling, Head of Global High Yield at NN Investment Partners
If you’ve been worried about the effect that the potential election of Donald Trump could have on risky assets, you are probably focused on the wrong risk.
Many investors have been...
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