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1-11 out of 11 results.

The 2020 US presidential elections

The US is days away from a presidential election with major repercussions for economic policy and investments in the US and the world. Views from First Sentier Investors and BNP Paribas Asset Management.

Central banks risk losing their feted ‘independence’

Central bank independence was an appropriate solution when inflation was a threat. In today’s low-inflation, low-growth and high-debt world, even central banks doubt their level of influence.  

It’s getting hot in here

Even the experts concede that the more you know, the less you can be sure. Donald Trump is playing a game of brinkmanship with the trade wars, and it could end badly. Or not.

Trump’s tariff proposals benefit global infrastructure

Tariffs are often seen as a negative for global trade. However, for road, rail, and port operators, tariffs may only re-calibrate origins and destinations. Political risk and the typically short life of a tariff also need to be considered.

Guns, banks, innocence and a Trump warning

In the 1970s, bank branches had pistols in the teller drawers and cupboards, but behind the accidents and hilarious stories lies a grim truth that is a warning to Trump's crazy idea to arm teachers.

Value beyond the hype in US infrastructure

After many years of disappointment, there is a renewed focus on the US’s need to invest heavily in infrastructure. With investors looking for consistent revenue streams, it's a welcome addition to the asset class.

Six months of Trump, thanks, but what about impeachment?

Growth assets have defied most predictions and performed well six months on from Trump’s election, but what will be the market consequences of a possible impeachment, using history as a guide.

Post-Trump, have markets really changed much?

Is it better to position a portfolio with an over-reliance on economic growth expectations, or find companies winning market share, cutting costs, restructuring and acquiring independently of GDP hopes?

Unwelcome consequences of US trade policies

Trump’s vision for US trade policy might suit US corporates and Middle America, but the rest of the world will suffer the consequences. Income inequality and environmental setbacks are other unwelcome effects.

How Trump drives high business expectations

US small business expectations are high under a Trump presidency but reality and fundamentals rather than sentiment will need to kick-in soon to justify recent market gains.

Investment implications of Trump presidency

President-elect Donald Trump divides opinion, and there is no way of knowing whether the rhetoric that won him the top job will translate into action. Here's a quick look at some implications.

Most viewed in recent weeks

24 hot stocks and funds for 2021

Many investors use the new year to review their portfolios, and in this free ebook, two dozen fund managers and product providers give their best ideas for 2021 - some stocks, some funds, some sectors.

The hazards of asset allocation in a late-stage major bubble

The Grantham article everyone is quoting, in full. "The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble ... this could very well be the most important event of your investing lives."

Great new ways the Government helps retirees

Last year's retiree checklist of services available was one of our most popular articles. There are some additions for 2021, and while it can take effort to set them up, they can pay off over the long term.

Four simple strategies deliver long-term investing comfort

A long-time advocate of the merits of generating income by investing in industrial companies rather than bonds or deposits checks his 'mothership' chart for the latest results, and continues to feel vindicated.

Seven steps to easier management of your estate

Don't make life difficult for the person trusted to manage your estate. Find the time to arrange your documents, contacts, online accounts and files in a convenient place, including giving them some cash.

Five reasons Australian small companies are compelling investments

Many investors focus primarily on the big listed companies but the smaller end in tech, mining and healthcare outperforms through innovation. Many Australian companies are world-leaders in their speciality.

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