Trump

Equities
Lachlan MacGregor

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 its telecom equipment champions Huawei and ZTE. The Commerce Secretary can ban companies that have close ties to foreign governments as they could... Show More

Politics
Marcus Padley

Trant - def: (A rant on Trump) - Trant – verb, noun - verb: Trant; 3rd person present: Trants; past tense: Tranted; past participle: Tranted; gerund or present participle: Tranting. Speak or shout at length in an angry, impassioned way about Trump. "She was still Tranting on about the US... Show More

Asset Allocation
Tony Sutton

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 off entirely. Here are ten potential surprises for 2019. Show More

Expert Insights

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 territory, so when we sat down with Charlie Jamieson, CIO at Jamieson Coote Bonds we took the chance to get his perspective.... Show More

Clime Asset Management

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 Sydney to Shanghai and London to New York. Something like $7 trillion was wiped off the value of global sharemarkets. Tighter financial conditions,... Show More

Aberdeen Standard Investments

2018 was another eventful year for markets around the world, but what lies in store for the next 12 months for investors? Andrew Milligan, Head of Global Strategy, outlines Aberdeen Standard Investments’ 2019 global markets outlook. Here are five key takeaways. Show More

Magellan Asset Management

You read a lot in the newspaper, but there’s nothing like getting views from someone who’s been at the coalface. One of those people is Michael Morell. As former Deputy Director of the CIA, Michael has been connected to some of the biggest issues in the world, including one of... Show More

John Abernethy

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 impact the performance of investment markets in 2019. Show More

Roger Montgomery

Is the next US downturn years away, or just around the corner? Either way, leading US economist, Professor Jeffrey Frankel, says it will be severe. And the reason, he says, is the Trump administration’s relentless pursuit of fiscal expansion and financial deregulation. Show More

Elizabeth Moran

The AUD dropped harder and faster than other Asian currencies on Friday reinforcing its position as a liquid and flexible proxy for the Asia region. Right now the Australian economy is performing at its best in years which should be good news for the AUD, but the currency is sending... Show More