articles from Adviser-Hub

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Articles tagged: USA

Partner Zone

US economic resilience, supportive interest rate differentials, and a potentially overestimated dollar risk premium suggest a more positive outlook for the dollar than market sentiment reflects, sa...

Capital Group 22nd Jul 2025

Analysis & Opinion

The Week: Trump always chickens out – or does he?

Markets have shrugged off another round of tariff talk from the White House, but are they being too optimistic?

Adviser-Hub 17th Jul 2025

Partner Zone

The end of the easy trade

For years, capital has gravitated to the US – but the next cycle is unlikely to resemble the last, and Ninety One believes the investment map is beginning to redraw itself.

Ninety One 16th Jul 2025

Podcast

Capital Group | Made in America: can the U.S. rebuild its manufacturing might?

Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States.

Capital Group 15th Jul 2025

Podcast

Fidelity International | Fidelity Answers: What if Treasuries aren't so safe anymore?

Long-dated US Treasuries, the most popular go-to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead?&nbs...

Fidelity International 15th Jul 2025

Partner Zone

Dollar dominance dimmed

Fidelity believes the recent US trade policy shift will have significant ramifications for US dollar exchange rates.

Fidelity International 8th Jul 2025

Analysis & Opinion

Emerging markets: the new orthodoxy

High fiscal spending, economic mismanagement, and geopolitical risk used to be the hallmarks of emerging markets rather than developed markets. Today, these characteristics are more likely to be fo...

Adviser-Hub 7th Jul 2025

Analysis & Opinion

The European renaissance

Baillie Gifford explains why stronger growth prospects, political stability and fiscal momentum are making European assets more appealing than their US counterparts.

Baillie Gifford 3rd Jul 2025

VIDEO

The new US administration: economic unorthodoxy – panel discussion video #1

The world’s largest economy has lost its last AAA credit rating. Its debt levels are at war-time highs, and about to get higher with the enactment of the ‘big beautiful bill’. Is...

Adviser-Hub 1st Jul 2025

Analysis & Opinion

The Week: US concentration in fixed income

Bond market indices have high weightings to the US at a time when US Treasuries look vulnerable.

Adviser-Hub 26th Jun 2025

Podcast

Capital Group | How emerging markets could win the trade war

Capital Group portfolio manager Lisa Thompson shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from US/C...

Capital Group 24th Jun 2025

Partner Zone

Aberdeen House View: Navigating a volatile macro and market regime

How should investors navigate tariffs, rate cuts and fading US exceptionalism? Explore the latest House View for new insights on equities, bonds, private markets and the global trends shaping the n...

Aberdeen Investments 19th Jun 2025

Partner Zone

Is the Big Beautiful Bill a step too far for bond markets?

In this episode, we explore the Trump administration’s sweeping plans that would swell government borrowing, why bond markets are getting nervous, and what Elon Musk’s exit may mean.

Aberdeen Investments 19th Jun 2025

Partner Zone

Tipping point: a turn in the US dollar cycle and what it means for emerging market debt

For EM debt investors, Ninety One believes a weaker dollar could mark a long-awaited shift from headwind to tailwind.

Ninety One 18th Jun 2025

Partner Zone

Macro Bytes podcast: So was the trade war all just a fever dream?

In this new episode, we unpack the surprise US-China tariff truce, how it may influence other tariff negotiations and whether investors can finally relax.

Aberdeen Investments 12th Jun 2025

Analysis & Opinion

How to navigate US markets in 2025 and beyond 

US markets have entered a period of increased volatility as markets digest the implications of the current administration. Fidelity’s investment team outline five key themes that may explain...

Fidelity International 11th Jun 2025

Podcast

Capital Group | The US loses its triple-A credit rating. What’s next?

The US recently lost its triple-A credit rating last month – what does it mean for interest rates, the US economy and investment portfolios? Capital Group economist Darrell Spence shares his...

Capital Group 10th Jun 2025

Partner Zone

What Trump's trade war means for EM local currency bonds

Kieran Curtis considers the outlook for emerging market local currency bonds amid the US-led global trade war.

Aberdeen Investments 28th May 2025

Partner Zone

Smaller companies: on the road - the US

The Raymond James US Equities Conference is a prime opportunity to engage with companies and investors. Here’s what we discussed this year.

Aberdeen Investments 27th May 2025

Partner Zone

Responding to Trump’s tariffs

Can any good come of Trump’s tariffs? Investment manager Steven Hay explains why he thinks that by adjusting asset allocation, the Baillie Gifford Managed Fund can explore the opportunities a...

Baillie Gifford 16th May 2025

Market Updates

Market briefings looking back at April

A selection of articles, written by our expert investment writers that cover the markets looking back through April.

Adviser-Hub 9th May 2025

Analysis & Opinion

The Week: A big week for central banks

The tariff regime will have prompted plenty of head-scratching ahead of the interest rate decisions this week.

Adviser-Hub 8th May 2025

Partner Zone

The Analyst view: The outlook for European banks

Capital Group’s Analyst Etrit Vllasalija looks at investment opportunities within European banks, focusing on differences versus US names after recent regulatory changes.

Capital Group 6th May 2025

Partner Zone

Macro: Tariff uncertainty dominates, leads to hard questions

How may Trump's tariffs reshape investing? How are we adjusting our model portfolio? Explore the profound uncertainty and potential damage to the world economy.

Aberdeen Investments 29th Apr 2025

Partner Zone

Fidelity’s portfolio managers examine the impact of higher tariffs on emerging markets

As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings.

Fidelity International 29th Apr 2025

Podcast

Fidelity International | Fidelity Answers: how should investors respond to a changing America?

An opportunity for the euro? Time to buy gold? The opportunities and risks of a period of profound volatility in markets dominate the latest Fidelity Answers podcast.

Fidelity International 28th Apr 2025

Partner Zone

Unravelling the forces behind the recent US Treasury sell-off

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, examines the key drivers behind the recent sell-off of US Treasuries and the impact of US trade policy on yields over the longer ter...

Fidelity International 25th Apr 2025

Partner Zone

Trade shock accelerates China’s strategic pivot

Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs.

Ninety One 22nd Apr 2025

Partner Zone

Opportunities for investors after mood shift in commodity markets

At commodity conferences in the US, a mood change among industry players was palpable. In the mining sector, the stage is set for a pick-up in mergers and acquisitions. Even in agriculture, attitud...

Ninety One 22nd Apr 2025

Partner Zone

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

Analysis & Opinion

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

Analysis & Opinion

Trade shock accelerates China’s strategic pivot

Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs.

Ninety One 17th Apr 2025

Analysis & Opinion

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

Market Updates

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...

Adviser-Hub 9th Apr 2025

Analysis & Opinion

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

Partner Zone

Will economic uncertainty knock the Fed off course?

Capital Group’s Timothy Ng, Fixed Income Portfolio Manager, explains his thinking about the probabilities behind the different scenarios, and considerations for portfolio positioning.

Capital Group 3rd Apr 2025

Partner Zone

How to navigate US markets in 2025 and beyond

Fidelity’s investment team outline five key themes that may explain some of the short-term volatility, but ultimately underpin the compelling case for investing in US equity markets.

Fidelity International 1st Apr 2025

Partner Zone

Waves of change

Baillie Gifford investment manager Dave Bujnowski and investment specialist Phil Rae uncover how US market disruptions are reshaping growth opportunities for patient investors.

Baillie Gifford 1st Apr 2025

Partner Zone

Fed will wait and see on tariffs

March’s meeting saw the US Federal Reserve firmly in wait and see mode. Tariffs and growth are the issues.

Fidelity International 27th Mar 2025

Partner Zone

Strat chat: Unwinding of the US exceptionalism trade

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Against...

Fidelity International 27th Mar 2025

Partner Zone

US equities sell-off will create opportunities

Tariffs, funding freezes, and government spending cuts have caused investors to reassess the outlook. The chances of stagflation have grown, but policy will stabilise, and opportunities will appear...

Fidelity International 27th Mar 2025

Partner Zone

Hidden GEMs: AI’s new power shift – how DeepSeek is challenging US tech supremacy

Ninety One’s Anton du Plooy discusses how DeepSeek's AI breakthrough is challenging US dominance, bypassing restrictions and reshaping global AI investment and geopolitics.

Ninety One 26th Mar 2025

Analysis & Opinion

The Week: fund managers cool on the US technology trade

Monthly fund manager survey finds little enthusiasm for US equities as Trump trade weakens.

Adviser-Hub 20th Mar 2025

Partner Zone

Crossing the river: what Fidelity learnt from China’s NPC

While the economic targets announced at China’s recent National People’s Congress (NPC) are mostly in line with expectations, it appears Beijing has saved ammunition for when the extent...

Fidelity International 17th Mar 2025

Analysis & Opinion

Changing realities challenge the bet on US exceptionalism

Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...

Ninety One 13th Mar 2025

Analysis & Opinion

The Week: The rise of passive faces a threat from US weakness

The rise of passive faces a threat from US weakness.

Adviser-Hub 13th Mar 2025

Market Updates

Global updates: tariff jitters

US markets declined over February as a whole, driven down by concerns over the possible impact of US President Donald Trump’s trade tariffs.

Adviser-Hub 11th Mar 2025

Analysis & Opinion

The Week: Why income could be an investor’s friend in volatile markets

As US markets wobble, income may be a more predictable source of returns for investors.

Adviser-Hub 6th Mar 2025

Partner Zone

Strat chat: Fading Trump trades

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Amid th...

Fidelity International 4th Mar 2025

VIDEO

Baillie Gifford | Scottish Mortgage Investor Webinar: Your Questions Answered

In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelli...

Baillie Gifford 25th Feb 2025

Podcast

Ninety One | Talking Tariffs

With tariffs becoming an increasingly unpredictable tool of US economic policy, Ninety One’s Sangeeth Sewnath, Head of Americas, sits down with Thys Louw and Sahil Mahtani to discuss how inve...

Ninety One 20th Feb 2025

Partner Zone

Assessing the impact of US tariffs

What are the actual, lasting impacts of tariffs on the United States and other countries? Three Capital Group professionals with a close eye on trade policy offer their views.

Capital Group 18th Feb 2025

Partner Zone

How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 18th Feb 2025

Partner Zone

Tariff man strikes back, or the phantom trade war?

Discover our latest thoughts on US tariff policies and their far-reaching effects on the global economy. How will tariffs shape international trade, growth, interest rates and geopolitics?

Aberdeen Investments 17th Feb 2025

Analysis & Opinion

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

Partner Zone

Tackling tariff risks

With US trade tariff-related uncertainty now top-of-mind for investors, Thys Louw and Aurelie Martin present Ninety One’s proprietary framework for assessing sovereign vulnerability and expla...

Ninety One 11th Feb 2025

Market Updates

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

Partner Zone

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

Analysis & Opinion

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

Analysis & Opinion

The Week: Markets celebrate better news on inflation

As inflation prints drop, is it go-go-go on rate cuts? Markets seem to think so.

Adviser-Hub 16th May 2024

Analysis & Opinion

Opportunities in the US market today

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 25th Apr 2024

Analysis & Opinion

Magnificent Seven or bust?

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 23rd Apr 2024

Market Updates

US Interest rate update: Fed pauses … for now

Having raised its key federal funds rate at ten consecutive meetings, the Federal Reserve left rates unchanged at the Federal Open Market Committee’s June meeting.

Adviser-Hub 16th Jun 2023

VIDEO

Fidelity International | Trade wars: China v US

Bill McQuaker and analyst Riccardo Muscio discuss the ongoing trade war between China and the US. What is the dispute really about? Is the US simply levelling the playing field or are they strategical...

Fidelity International 17th Jul 2018

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