Trump unleashes trade policy, shakes markets, adapts the rules, sets a course
Trump’s sweeping trade reset marks the largest US tariff escalation in nearly a century. Ninety One’s Investment Institute unpacks the policy shift, outlines scenario-based outcomes, an...
Ninety One 22nd Apr 2025
The Week: How serious is the wobble in US treasuries?
Donald Trump may be the latest world leader to find that bond markets are their true boss.
Adviser-Hub 17th Apr 2025
The Week: Trump's next move
Trump could reverse the recent market rout, but shows little inclination to back down.
Adviser-Hub 9th Apr 2025
Global updates: Tariffs – the most beautiful word?
The trade wars waged by US President Donald Trump continued in March amid fresh announcements of levies on imports including cars and car parts, and steel and aluminium. President Trump warned of s...
The Week: Liberation day: clarity remains elusive
Donald Trump’s tariffs have been announced, but the real cost for businesses and the impact on the world economy are still unclear.
Adviser-Hub 3rd Apr 2025
The return of Donald Trump: start of the deals
Could the president’s second term be as much about dealmaking as inflation? Fidelity’s analysts take stock.
Fidelity International 30th Jan 2025
Fidelity International 23rd Jan 2025
The Week: Biden tops the charts for stock market performance
Unlike his predecessor, President Biden has been quiet on stock market performance in his first 100 days. While it may be tempting to boast, he is right to be cautious.
Adviser-Hub 5th May 2021
The Week: Not red to blue, but West to East
The US election could go either way, but neither candidate looks set to check the growing power of Asia.
Adviser-Hub 4th Nov 2020
The Week: Is there hope for friendless emerging markets?
With a low Dollar, low valuations and recovering economies, these should be buoyant times for emerging markets, but buyers are thin on the ground.
Adviser-Hub 10th Sep 2020
The Week: What markets really, really want...
Markets have their fiscal and monetary stimulus, but still they’re not happy. What would it take to improve market sentiment?
Adviser-Hub 12th Mar 2020
Emerging markets review: Trade negotiations reopen
The trade relationship between China and the US continued to dominate investor sentiment during June.
Adviser-Hub 10th Jul 2019
Europe market review: Further stimulus to come?
Following the extension to the Brexit deadline, the European Commission urged companies to ‘take advantage of the extra time” to make their preparations.
US market review: Hopes of a trade deal
US equity markets rose during February as investor sentiment was buoyed by hopes that the US and China will finally manage to reach agreement on their long-running trade dispute.
Adviser-Hub 6th Mar 2019
Asian Japan markets review: Trade deal hopes boost sentiment
Japan’s benchmark Nikkei 225 Index reached its highest level since mid-December during February, boosted by US President Donald Trump’s decision to delay tariff increases on imports from China.
Global update: Brexit: more talk, no action?
Having dominated financial markets in 2018, political issues intensified into 2019 in the UK and the US. The UK inched closer towards the Brexit deadline without any sign of a resolution.
Adviser-Hub 5th Feb 2019
The Week: US Midterms - a check on Trump's power
November 2018 Trump’s unique brand of rhetoric failed to chime with voters in the mid-terms – what does it mean for investors? Markets have rallied since the mid-term elections...
Adviser-Hub 8th Nov 2018
The Week: As the China/US trade war escalates, what will bring it to an end?
The US/China trade war accelerated again this week.
Adviser-Hub 20th Sep 2018
Is the US hot or not?
The Federal Reserve isn’t worried about the US overheating, but should investors be concerned?
Adviser-Hub 30th Aug 2018
US GDP: keep dancing while the music is playing?
Is US GDP running at over 4% encouraging or scary? On the one hand it seems that the engine of the world economy is in rude health; but it may also accelerate the pace of interest rate rises and ha...
Adviser-Hub 2nd Aug 2018
The Week: Why do US equities keep rising?
It’s tough to find an asset allocator with an overweight position in US assets. Most agree that the stock market is expensive.
Adviser-Hub 18th Jan 2018
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