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Matt Williams
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Why US equity returns will be harder earned in 2025
By Justin White, portfolio manager of the T. Rowe Price US All‑Cap Opportunities Equity strategy While sentiment towards US equities has certainly…
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PIMCO Commentary: Will We See Bold Policy Choices in the U.S.?
Written by Tiffany Wilding, Managing Director and Economist at PIMCO November’s U.S. election could be seen as a clear vote for change, delivering…
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Going global to unearth equity and bond value in 2025
The equity view: Justin Thomson, head of international equity at T. Rowe Price comments: We are emerging from a highly unusual period in…
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Industry experts react to latest Federal Reserve interest rate decision
Following the Federal Reserve’s latest interest rate decision to cut rates by 25bps, industry experts have shared their thoughts with IFA Magazine. Patrick…
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Quilter’s WealthSelect boosts US equity allocation as Trump sugar rush anticipated
Quilter’s WealthSelect Managed Portfolio Service has used its latest quarterly rebalance to increase its equity allocation to the United States following the…
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New US inflation data gives investment managers food for thought | Reaction
Key inflation data released in the US today has got asset managers talking, especially ahead of the second Trump Presidency which starts…
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Invesco: The four Trump policies most likely to impact economic growth
by Kristina Hooper, Chief Global Market Strategist, and Andy Blocker, Global Head of Public Policy and Strategic Partnerships As the US heads…
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Trump sugar rush to help US equities outperform, according to global fund manager survey
According to Quilter Investors’ latest Investor Trends Survey, fund groups overwhelmingly expect the United States to be the best performing equity market…
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Should investors put America first? Fidelity’s Tom Stevenson shares 3 US funds of interest
In this analysis, Tom Stevenson, Investment Director, Fidelity International, considers three funds for investing in the US from Fidelity International’s Select 50…
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Is Trump a Green Light for Convertibles and US High Yield?
The Trump election victory has been so far much more supportive for equities than for bonds. The prevailing risk-on mood suggests sticking…
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State Street Global Advisers: Is Trump a Green Light for Convertibles and US High Yield?
The Trump election victory has been so far much more supportive for equities than for bonds. The prevailing risk-on mood suggests sticking…
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Capital Group: Have investors missed the rally in stocks and bonds?
It’s been over a year since the Federal Reserve paused its rate hikes—a moment we believed would be a turning point for…
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US election ends a period of heightened uncertainty
Philipp Bärtschi, chief investment officer at J. Safra Sarasin Sustainable Asset Management, shares his latest thinking on the current state of play…
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What a Trump presidency means for sustainable investors
By Claire Jervis, Associate Fund Manager at WHEB Asset Management We’ve heard a lot about the ‘Trump Trade’ in the aftermath of…
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Market Analysis: Trump 2.0 sees Russell 2000 outshine the S&P 500 and Nasdaq
By Daniela Sabin Hathorn, senior market analyst at Capital.com The effects of Donald Trump’s election as the 47th President of the United States…
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What are markets telling us about Trump’s decisive victory? Analysis from Invesco’s Hooper
In her latest analysis, Kristina Hooper, Chief Global Market Strategist, Invesco, with contributions from Paul Jackson and Brian Levitt, tell us what…
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Trump’s Second Act: PIMCO’s Cantrell considers what we might expect in 2025 and beyond
Even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the…
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Fed cuts US interest rates by 0.25% – but the expectations of further cuts for 2025 under review following Trump re-election
So, as expected, we now know the Federal Reserve’s latest interest rate decision which, as expected, was to cut rates to the…
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What are the policy implications of a second Trump presidency?
When Donald Trump returns to the Oval Office, his party will control at least one house of Congress to support his legislative…
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Market reactions to Trump’s victory – short-term gains but long-term uncertainties
Lindsay James, investment strategist at Quilter Investors has commented on the latest financial and market news following President Trump’s election victory. She…