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.
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.
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?
12th Mar 2020
Emerging markets review: Trade negotiations reopen
The trade relationship between China and the US continued to dominate investor sentiment during June.
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.
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.
5th Feb 2019
The Week: US Midterms - a check on Trump's power
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...
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.
20th Sep 2018
Is the US hot or not?
The Federal Reserve isn’t worried about the US overheating, but should investors be concerned?
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 haste...
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.
18th Jan 2018
Broomer’s blog: Trump is going to end up with kimchi on his face
Donald Trump really does not need anyone's help to make him look foolish; he seems perfectly capable of doing this all by himself.
Trump’s inflammatory comments provide North Koreans w...
Square Mile Research
24th Aug 2017
Schroders | 60 seconds with Alex Tedder on global equity opportunities in 2017
Alex Tedder explains how Donald Trump's policies could affect global stockmarkets in 2017.
27th Feb 2017
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