2016 US Presidential Election

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Global Market Perspective

12APR 2017

Q2 2017

Economic and asset allocation views covering Q2 2017. In this edition we look at the impact of populism on markets, discuss our 30-year return forecasts and ask whether the US economy has become less dynamic.

2017

FEBRUARY

23FEB 2017

Markets

What next for inflation?

We explain why inflation is on the rise and look at the situation in the US, UK, Europe and China

14FEB 2017

Markets

Abe-Trump meeting positive for Japan

The meeting between the Japanese and US leaders was more amicable than many expected, leaving the serious battles to be fought another day.

03FEB 2017

Markets

Letter from America - part four: What will Trump's trade and defence policies mean for markets?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration. In part four of his findings, he examines Trump’s stance on trade and defence, and the implications for the wider world.

02FEB 2017

Markets

How Trump’s presidency might affect your investments

There has been a lively reaction in financial markets to Donald Trump’s election win, but what might his presidency mean for investments in 2017?

02FEB 2017

Markets

Letter from America - part three: Are markets over-optimistic on Trump's finance, energy and infrastructure policies?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part three of his findings, he discusses domestic policy areas including infrastructure and energy.

01FEB 2017

Markets

Letter from America - part two: What will be Trump's top legislative priorities?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part two of his findings, he discusses deregulation, tax reform and healthcare, which are likely to be the key areas of focus for the new president.

01FEB 2017

Markets

Letter from America - part one: How will Trump seek to govern?

UK equity fund manager David Docherty recently visited the US to discover more about the new Donald Trump administration and its likely impact on markets. In part one of his findings, he discusses how Trump might govern and the constraints that could limit his room for manouevre.