donald trump

In my final column of last year, I anticipated the “coming of a dangerous decade”, fraught with geopolitical tensions, among a number of other existential challenges....

What could go right? In this wire, I’m taking a break from pessimism. I want to play devil’s advocate and explore what could go right with economic growth and...

A few weeks ago, it became official, President Trump will face impeachment charges. At a time when the market faces increasing uncertainty (or so it seems), is this...

News last week that the United States and China would resume trade talks has understandably lifted the spirits of global investors. To my mind, the new twist in the...

Donald Trump has been dialing up the tariffs and the rhetoric around the ongoing trade spat with China. Yet Xi Jingping has held a firm line and has been unwilling to...

Today I argue that the trade war could be over, or at least transform into a trade impasse, which might in turn unleash the mother-of-all search for yield rallies as...

After a third round of talks made little progress last week, the US/China trade war has escalated badly with tit for tat moves on an almost daily basis by each side....

Visiting ‘Trumpsville’ … I mean the US … in June was, as anticipated, another journey of unexpected delights. Five days, three cities and 40+ meetings with companies...

We have a special episode of the Complexity Premia podcast out today on the Game of Thrones-style battle between Presidents Trump and Xi over trade, which is...

Weekly comment Global trade tensions continued to dominate market sentiment over the past week, with bond yields and equities prices dropping further. Oil prices also...

After consulting numerous Chinese and US intelligence, defence and political experts, I believe the probabilities have shifted materially from the benign modal case in...

Trade wars, Brexit, "the Donald" and his tweets, market volatility – there's a lot going on in the world at the moment. At the Future Generation Investment Forum,...

Overnight Trump signed an executive order that allows the US to ban telecom network equipment and services from foreign adversaries. This is clearly aimed at China and...

Trant - def: (A rant on Trump) - Trant – verb, noun - verb: Trant; 3rd person present: Trants; past tense: Tranted; past participle: Tranted; gerund or present...

We asked our portfolio managers to share their views on potential surprises for 2019 which on balance of probabilities are unlikely to happen but shouldn’t be written...

The fed is now unwinding the biggest monetary experiment in history, which saw $3.6 trillion of asset purchases from the Fed between 2008 and 2015. This is unknown...

Sometimes it seems like there’s nowhere to hide. Equity investors were smacked in the face over the month of October, with waves of selling hitting sharemarkets from...

Over recent weeks, we have highlighted that there are two main international macro events that will need to be closely monitored over the coming months. Each could...