US anticipated as top 2025 performer by 40% of fund groups
Europe anticipated as worst-performing region by 37.5%
Donald Trump
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Algebris: Could a Trump presidency buoy US financials?
Trump’s deregulation mission could boost US banks, according to Mark Conrad
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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Rachel Reeves: ‘We’re not coming back with more tax increases or borrowing’
The Autumn Budget was a ‘once in a Parliament reset’ to get public finances in order
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How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
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‘Inflationary’ and ‘volatile’ or ‘good for growth’?: Trump declares victory in 2024 US election
Trump wins US election, paving the way for high tariffs and tax cuts that could prove volatile
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Rathbones’ Jones: The policy gap between Trump and Harris has grown
The two candidates offer very different visions for the US economy, writes Oliver Jones
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Premier Miton’s Goodwin: Investors must ignore US election noise
Speculating the outcome of this election could cloud investors’ long-term strategies, writes Duncan Goodwin
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Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
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Morningstar: What does the US election mean for investing in China?
The new president’s stance on China will have knock on effects for investors – Nick Stanhope looks at how to navigate them
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Biden bows out: Industry speculates on Kamala Harris candidacy and market reactions
Biden withdraws from presidential race, endorsing Vice President Kamala Harris in his wake