Articles
07 Nov 2024
The prospect of lower taxes and less regulation during the upcoming presidency of Donald Trump will support US stocks, while stocks in Europe and emerging markets will struggle, says US asset manager MFS in a response to the outcome. MFS also pr...
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07 Nov 2024
By Johan Van Geeteruyen, CIO Fundamental Equity at DPAM
As a second Trump term approaches, financial markets, investors, and policymakers are closely analysing its impact on the economy, monetary policy, and specific sectors. The legacy of Tru...
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07 Nov 2024
Please find below market commentary from Columbia Threadneedle Investments following the U.S. Presidential Election result today:
MACRO:
William Davies, Chief Investment Officer, commented:
“President Trump’s victory has surprised some, but...
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05 Nov 2024
The State of play ahead of the US elections
We do not think the release of the employment report for October last Friday changes the overall picture of the US economy. Job creation stalled, but the strike at Boeing combined with the hur...
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05 Nov 2024
By François Rimeu, Senior Market Strategist, Crédit Mutuel Asset Management
The US Federal Reserve (Fed) will hold its upcoming monetary policy meeting amidst an uncertain electoral climate. The 25-basis-point rate cut (bps) seems almost cert...
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05 Nov 2024
Invesco is launching three thematic ETFs to provide investors targeted access to the powerful long-term trends of artificial intelligence (AI), cybersecurity and defence. Each of the new Invesco ETFs will follow innovative global benchmarks co...
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