Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
The drastic fall across global markets following president Donald Trump’s threats against North Korea are a sign of how pronounced downturns can be from lofty market highs, Rowan Dartington’s Guy Stephens says.
US president Donald Trump’s decision to withdraw from the Paris Climate Agreement may result in securities issued by the US government becoming ineligible for ESG investors, experts say. But ESG fund managers are reluctant to disengage.
Investors have said that president Trump’s decision to turn his back on the Paris Climate Agreement ignores the economic benefits that renewable energy brings.
Investment managers have played down Donald Trump’s decision to pull the US out of the Paris climate agreement, saying the effect on companies will be minimal.
US equity markets reached another record high this week, seemingly undeterred by the glaring incompetence of the Trump administration. But perhaps markets have a good reason for remaining so upbeat.
When Donald Trump had just been elected to the US presidency, investors believed this would power US equities to new highs, while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?
It’s very easy to make the bear case for US equities right now: valuations are high, and the market has priced in all the good things it expects from Donald Trump and none of the bad stuff. But that may be too simplistic a view.
This week, US president Donald Trump unveiled what he called “the biggest tax cuts in history”. Here’s a look at some of the initial proposals to slash inheritance tax, top income brackets and tax for large corporations.