The Week: is America really so great?
There has been a rose-tinted view of the US economy and stock market. It needs to be challenged.
Adviser-Hub 13th Feb 2025
Global updates: Trump hits the ground running
US markets rose following the inauguration of Donald Trump as the 47th US President began to issue a raft of executive orders.
Adviser-Hub 7th Feb 2025
The Week: trade war 2.0
Markets have been volatile as Trump’s trade war begins. This week saw greater clarity around the Trump tariff regime. Drinks and cars appear to be the most ‘at risk’ indust...
Adviser-Hub 6th Feb 2025
The Week: Trump’s early days: a flurry of activity, but any clarity?
Trump’s early executive orders have continued the themes established during the campaign.
Adviser-Hub 23rd Jan 2025
Trump: it may be possible to achieve higher tariffs and a weaker US dollar
Ninety One’s Iain Cunningham examines how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and a more equitable global trade system. <...
Ninety One 5th Dec 2024
The Week: trouble ahead for fixed income markets?
Fixed income markets are facing pressure as inflation expectations revive. Where are the vulnerabilities?
Adviser-Hub 14th Nov 2024
Trump’s victory signals major policy shifts ahead
Trump’s key policy issues, such as tax cuts, higher tariffs and immigration curbs, may come faster than expected — potentially in the early months of 2025, says Capital Group.
Capital Group 12th Nov 2024
The Week: bond market wobbles as Trump wins
Longer-dated treasuries signalled nervousness around Trump’s victory.
Adviser-Hub 7th Nov 2024
The Week: Does the US election matter?
It is tempting to dismiss the US election as just ‘noise’, but the result will have repercussions across the world.
Adviser-Hub 15th Aug 2024
Why this may be Asia’s century…and why it might not
The world is used to dancing to the US’s beat. The US has been economically, culturally and militarily dominant for much of the last sixty years. However, recent events have weakened its hand.
Adviser-Hub 19th Feb 2021
Europe market review: Headwinds to European growth
Although European stock markets generally rallied in January after December’s sharp falls, investor sentiment was blunted by further signs of economic slowdown. European Central Bank President Mario D...
Adviser-Hub 25th Feb 2019
The Week: Markets rebound; but why?
Markets re-found their footing this week with European stock markets hitting a three month high.
Adviser-Hub 14th Feb 2019
“A mood of angst”
As expected, the Federal Reserve (Fed) rounded off 2018 with its fourth interest-rate increase of the year, and its ninth since 2015. Fed policymakers raised the key federal funds rate by 25 basis poi...
Adviser-Hub 21st Dec 2018
Global bond market review: Rising risks to sovereign ratings
After a challenging 2018, risks to sovereign ratings are set to intensify in 2019. According to credit ratings agency Fitch, global financial conditions are tightening, political and geopolitical fact...
Adviser-Hub 18th Dec 2018
Global update: October’s global sell-off
October proved a torrid month for investors as equity markets fell heavily. The global sell-off was attributed to a range of factors, including concerns over Italy’s budget, wider worries about Brexit...
Adviser-Hub 9th Nov 2018
The Week: Wobbly times
Stock markets have started to wobble. A sell-off in Asia has spread across the globe. Having been talked about for months, is the sell-off finally here?
Adviser-Hub 11th Oct 2018
Tit-for-tat trade war continues
September 2018 As the trade war between the US and China rumbled on, the US imposed tariffs of 10% on US$200 billion-worth of Chinese products, rising to 25% on 1 January next year, and China retal...
Adviser-Hub 4th Oct 2018
Europe market review: Junker and Trump discuss trade
As the US imposed controversial tariffs on Chinese imports – and China responded in kind – President Donald Trump met with European Commission President Jean-Claude Juncker. The two parties agreed to...
Adviser-Hub 9th Aug 2018
The Week: Inflation statistics: another gloomy sign?
This month’s inflation data undershot. Another reason to be gloomy about the UK’s prospects?
Adviser-Hub 19th Jul 2018
US market review: “Losers on both sides”?
June 2018 Trade dominated newsflow and sentiment in the US during June. Investors endured a lacklustre month as financial markets reacted to the latest moves from the US Government and its key trad...
Adviser-Hub 16th Jul 2018
Europe market review: ECB unlikely to raise rates before summer 2019
June 2018 Although the eurozone’s rate of inflation has moved closer to target, the ECB does not expect to tighten interest rates until “at least through the summer of 2019”. Else...
Adviser-Hub 13th Jul 2018
Trade tensions intensify
Financial markets in June were soured by the rapidly deteriorating trade relationship between the US and China. The IMF warned that the US’s aggressive trade strategy risked harming the global economy...
Adviser-Hub 2nd Jul 2018
The Week: Talking bulls
The US bull market is on course to be the longest in history, but that inevitably means it is closer to the end that the beginning. The US bull market has just 53 days left to beat the longest...
Adviser-Hub 28th Jun 2018
The Week: Is a trade war really ‘easy to win’ for the US?
Who wins in a trade war? Donald Trump believes that trade wars are ‘easy to win’, but what does winning look like?
Adviser-Hub 5th Apr 2018
The Week: Everything is rosy in the economic outlook, so why don’t we feel happier?
In such a good environment, investors are surprisingly gloomy. Is it time for some Christmas jollity?
Adviser-Hub 7th Dec 2017
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