Inflation may finally be returning to Western economies, aided by the “Trumpflation effect”. We explain why, and highlight how investors can protect themselves
A year ago, Marcus Brookes, Head of Multi-Manager, expected a return of inflation and invested accordingly. He now expects an added ‘Trumpflation’ effect.
Following Donald Trump’s victory in the US presidential election we look at the performance of gold, US healthcare stocks, the dollar and the volatility index to gauge the market’s reaction.
How have stockmarkets performed in previous election years? Our analysis points to weaker gains during the race for the White House.
In this quarter's Sustainable Investment Report we look at new regulations aimed at preventing modern slavery and the consumer companies that could be most affected.
The FTSE 100’s record high barely beats the level of 1999, yet investors have been richly rewarded, highlighting the power of dividends.