Markets set to react to Donald Trump win in similar fashion to Brexit
Richard Stone, Chief Executive at The Share Centre, outlines how markets may react to the breaking news that Donald Trump will be the next President…
Features
Currencies react to US elections
Commenting in relation to the movement of global currency markets in the final hours of the US election, Paresh Davdra, CEO and Co-Founder of RationalFX,…
ING: FX scenario analysis for election day
Viral Patel, FX Strategist, ING, London In the case of a Clinton win… USD retraces pre-election losses; re-couples with Fed expectations. Latest breakout of wage growth…
Source: Upside In US Economy Despite Indicators ‘Flashing Red’
Despite leading recession1 indicators ‘flashing red’, Source believes the US economy still has momentum and equity-like assets are set to outperform. Q3 this year will…
Should Pension Funds Reduce their Hedge Fund Allocations?
Don A. Steinbrugge, CFA, Founder and CEO at Agecroft Partners CalPERS was the first high profile public pension to pull out of hedge funds and was…
Key investment themes irrespective of US presidential outcome
Three key investment themes will emerge after the US presidential election, irrespective of who wins, NN Investment Partners (NN IP) says. Even though Hilary Clinton…
Investors more concerned with Fed rate than US elections
Institutional investors view a Fed rate rise as the biggest threat to their investment portfolios, according to the findings of the latest Risk Rotation Index…
PPMG economic analysis: Japan
Leila Butt from Prudential Portfolio Management Group (PPMG) shares her analysis on Japan, looking at topics from Abenomics to the likelihood of a sovereign debt crisis….
M&A Activity Among Small IFA Firms Set to Soar
M&A activity among small IFA firms is set to increase over the next two years, according to the majority (55%) of advisers polled by Investec…
Could this week bring a November pre-election surprise from the Fed?
As the US Presidential race gears up for its final lap, Colin Cieszynski, CMC Markets, looks at the impact political rhetoric will have on the markets…
Harborx: Changing the Face of Forex Trading, One Smartphone at a Time
When it got its CySec license in 2014, Harborx wasn’t different from other forex brokers, of whom there are many registered on the Mediterranean island…
Reading the mind of the market
Mark Robertson, Senior Portfolio Manager, Multi-Asset at NN Investment Partners Machine learning, big data and the study of human biases are leading to a deeper…
Has Brexit hit UK banks?
Michael Hewson (Chief Market Analyst at CMC Markets UK) Ahead of the highly anticipated reporting season for UK banks, Michael Hewson assesses whether Brexit is…
Gridlock
Author: Tim Dowling, Head of Global High Yield at NN Investment Partners If you’ve been worried about the effect that the potential election of Donald…
FCA publishes the final report of its investment and corporate banking market study
The Financial Conduct Authority (FCA) has published the final findings of its investment and corporate banking market study and set out a targeted package of…
Increasingly Global UK Investment Hub Revealed As Brexit Preparations Begin
The Investment Association’s latest flagship survey has revealed an increasingly global investment hub based in the UK, as preparations to exit the European Union begin….
MiFID II Revisited Virtual Roundtable
The texts of the long awaited update to the November 2007 Markets in Financial Instruments Directive (MiFID II) and the accompanying Markets in Financial Instruments…
CIO View: Brexit woes – The effects on the economy
Stefan Kreuzkamp, Chief investment officer, Deutsche Asset Management, shares his views on the effects of Brexit on the economy. At the end of June, the…
China – one year on from the panic
By Jade Fu, Investment Manager at Heartwood Investment Management We have held direct exposure to Chinese equities across our portfolios since late 2014. We also…
A Brexit checklist from The Share Centre’s expert fund manager
The monumental decision taken by the British electorate to leave the European Union has naturally caused turmoil within the markets. Andy Parsons, Head of Investment…