Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration....
Global fund managers are the most overweight to US equities since August 2013 on the back of the election of Donald Trump as US president-elect, according to Bank of Amer...
The victory by Donald Trump in the US presidential election could cause fund managers to reconsider the naming of their ESG funds as the US undergoes a political backlash...
With uncertainty shrouding the upcoming US election, fixed income experts weigh in on how a Republican or Democratic presidency may affect bond markets and interest rate...
With two active wars and a busy global electoral cycle looking to shape the global economy in the next 12 months, Lazard has warned of a “bumpy ride” ahead. ...
According to two investment professionals, investors are bracing for a US recession in 2024’s first quarter, alongside a potential Trump presidency by November, as likely...
Iconic investor Carl Icahn’s $15 billion conglomerate lost 40 per cent of its value last week following the publication of a damning report by Hindenburg Research....
Equities? Bonds? Alternatives? If Outsider was to take investing advice from former Prime Minister Malcolm Turnbull, then perhaps the “market for crazy” is the best inves...
The Biden administration is expected to lead a drastic policy change, just as the Trump administration did when it came in, but did those differing policy views create po...
Outsider has previously mused over Donald Trump’s messaging cutting through in Australia, with the “Sleepy Joe” moniker catching on with the delegates at the Association ...
Progressive policy pushes, economic stimulus and relations with China are among the big issues coming into the 2020 election for markets, according to First Sentier Inves...
Magellan chief investment officer Hamish Douglass has outlined how the firm is preparing in expectation of a win for Democratic presidential nominee Joe Biden. ...
Combination of higher taxes is balanced out by the hope of Biden being more stable and predictable than the current President....
While the world watches the US/China trade war with fascination, Jonathan Wu explains what President Trump is demanding and his ultimate ‘endgame’....
US President Donald Trump could likely trigger a global finance and banking crisis with plans to roll back regulations....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....