Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.
Author Archives: Adam Lewis
Adam has been a freelance journalist and content editor since 2015. A journalist and editor with over 15 years experience, until 2015 he worked as editor of Fund Strategy for three years, and worked on the same title as deputy editor there seven years. Prior to this he was reporter at Investment Week.
Axa IM adds China bond fund to short duration stable
Axa Investment Managers has launched a China short duration bond fund, which aims to give investors exposure to the 56trn (€7trn)renminbi bond market.
Risk of another US debt ceiling impasse already hitting treasuries
An impasse over raising the debt ceiling could see the US hit the financial buffers in early October failing to meet around 23% of its short term obligations, an analysis by Washington think tank the Bipartisan Policy Centre has said.
Credit spreads set to widen as Fed unwinds QE
The unwinding of the Federal Reserve’s quantitative easing programme is very likely to see credit spreads widening with an impact on other assets well beyond US treasuries says Chris Iggo, chief investment officer fixed Income, Axa Investment Managers.
Research questions long-term performance of tracker funds
With the exception of funds tracking the US and UK mid caps, no passive funds have been able to generate first or second quartile performance in their respective sectors over the past 10 years, according to research from Chase de Vere.
Managers slash US weighting to nine-year low
The exposure of global fund managers to US equities has fallen to its lowest level since January 2008, according to the BofA Merrill Lynch fund manager survey for July.
