PIMCO: Investing after the election
Scott Mather, Chief Investment Officer for U.S. core strategies, and Libby Cantrill, head of public policy, discuss PIMCO’s outlook for policy, the economy and global markets in light of the election, along with implications for investors. Q: What are the likely near-term policy priorities under the Trump administration and Republican Congress? Q: How do we
November 11, 2016
Six great investment ideas for 2017 – how to explain them to clients
When a dispute arises it's often because something was lost in translation. Learning how to communicate investment ideas could be the way to avoid that. By Simon Hoyle.
November 11, 2016
Morningstar comments on investment implications of US Presidential Election
Outlook at a Glance “Capital markets have been jolted by the Trump victory, resulting in increased volatility in some key markets. While such episodes always create opportunities for investors who are prepared to think independently and adopt a long-term, valuation-driven approach, they nevertheless contain dangers for investors, too. Chief among these is the temptation to
November 10, 2016
New service to help with financial abuse trend
To assist banks and financial planners deal with the increasing and unwanted financial abuse trend of senior elders, Protecting Seniors Wealth has announced their Consulting Service. The Consulting Service specialises in senior wealth abuse prevention, offering expertise that identifies a huge problem for the financial services industry. Extensive investigations into financial abuse situations, predator profiles
November 10, 2016
The underdog wins again – Bob Baur, Chief Global Economist at Principal Global Investors
What a year for underdogs: first, it was Leicester City winning the Premier League; next came Brexit, the UK vote to exit the European Union; then the Chicago Cubs took the World Series; and now a President-elect Trump. After a long and hard-fought election campaign and polls showing a very close race, the U.S. populace
November 10, 2016
Donald Trump and financial markets: Three clear phases ahead
For the second time in 2016, the global geo-political landscape has shifted dramatically (and traditional opinion polling has been shown to be severely lacking), with the election of Donald Trump as the 45th President of the United States. Importantly, Donald Trump won a majority of the Electoral College votes. With a majority of 270 College
November 10, 2016
Political Revolution Hits America – Nikko Asset Management
Much like the BREXIT vote, which seemed doomed at the end by the assassination of a key “Remain” politician that was deemed to make many “Leave” voters think their movement was hopelessly stained, Americans surprised the consensus with an anti-establishment vote, in particular by disagreeing with Clinton’s policies and with the FBI’s leadership’s view that
November 10, 2016
Standard Life Investments – US presidential election comments
Donald Trump has won the US presidential election. The Republicans also retained their majorities in both the House of Representatives and the Senate. Heightened uncertainty Trump’s election introduces significant uncertainty to the outlook for government policy, economic activity and the US Federal Reserve (Fed). Market volatility has spiked in reaction to the result and we
November 10, 2016
‘Trump is volatility personified’ – David Lafferty, chief market strategist, Natixis Global Asset Management
If you’re reading this, the world didn’t come to an end last night with the U.S. election. However, underdog real estate mogul and reality TV star Donald Trump appears to have secured the presidency by capturing more than 270 electoral votes. Whether it was a late rally or systematic polling error, in the end, the
November 10, 2016
The victory few saw coming: The impact of Trump’s win on markets
Investors around the globe are digesting the reality of Donald Trump’s surprise (to many) victory over Hillary Clinton. Here’s our view on what a Trump presidency and Republican Congress likely mean for markets over the near, medium and longer terms. Immediate future · Greater uncertainty and higher risk premia: Volatility is likely to stay elevated
November 10, 2016
BlackRock Bulletin – Impact of the US election
We see Republican presidential nominee Donald Trump’s unexpected election victory bringing market and policy uncertainty in the short run. Trump’s agenda lacks detail and departs from the Republican Party tradition on trade, security and entitlements. Tapping into a backlash against the Washington status quo, he has often appeared at war with his own party and
November 10, 2016
Eaton Vance on US election result for investors to consider
Edward J. Perkin, Chief Equity Investment Officer, Eaton Vance, says: Yesterday, the American electorate followed the lead of their British bretheren by playing their populist “Trump” card. The playbook of Brexit is instructive. Uncertainty ahead of the vote led to volatility. The reality of the outcome led to a sharp selloff. If the playbook holds,
November 10, 2016
