Quick take: impact of US election results on emerging markets
In the wake of Donald Trump’s victory in the US presidential election, Capital Group shares analysis from portfolio manager Kirstie Spence on the impact on emerging markets, focusing on expan...
Capital Group 12th Nov 2024
Ahead of the Curve: what US resilience means for bond investors
Capital Group’s latest Ahead of the Curve paper examines opportunities for fixed income investors in what is likely to remain a positive environment for the asset class.
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.
Have investors missed the rally in stocks and bonds?
As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal.
Global updates: A choppy month for markets
Uncertainty ahead of the US Presidential election weighed on share prices in the US and around the world during October. Major equity markets were choppy but generally fell over the month, although...
Adviser-Hub 8th Nov 2024
UK market review: All eyes on Reeves’ first Budget
In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves unveiled what the Office for Budget Responsibility described as “a large, sustained increase in spending,...
Market briefings looking back at October
A selection of articles, written by our expert investment writers that cover the markets looking back through October.
The Week: bond market wobbles as Trump wins
Longer-dated treasuries signalled nervousness around Trump’s victory.
Adviser-Hub 7th Nov 2024
Market view: Have investors missed the rally in stocks and bonds?
As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal, says Capital Group.
Capital Group 7th Nov 2024
Beyond the dragon's reach
abrdn examines how to better manage China risks while seeking attractive emerging market equity investments outside the world's second-largest economy.
Aberdeen Investments 7th Nov 2024
Reflections on investing in Indian equities over the past 20 years
Vinay Agarwal, Director of FSSA Investment Managers, shares his experiences and some of his reflections over the past decades.
FSSA Investment Managers 7th Nov 2024
Baillie Gifford | Future Stocks: Our best investment ideas in Japan
Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportuniti...
Baillie Gifford 7th Nov 2024
Baillie Gifford | Future Stocks: Our best investment ideas in Europe
Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive, revealing a far more interesting investment lands...
Future Stocks: Our best investment ideas in Japan
Future Stocks: Our best investment ideas in Europe
Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive, revealing a far more interesting investment...
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