Investment
Investment | 23 Jan 17
US corporate tax cuts not priced in, says Standard Life Investment
US equity markets have yet to price in Donald Trump’s proposed corporate tax cuts, said Andrew Milligan, Standard Life Investments’ Edinburgh-based head of global strategy.
Trump’s inauguration and the effect on equities
As Donald Trump is sworn in as the 45th president of the US, International Adviser has compiled the latest views on how his inauguration may effect your investments.
ECB remains in wait-and-see mode as inflation picks up
The European Central Bank (ECB) is keeping its monetary policy unchanged, as ECB-president Mario Draghi expressed confidence that inflation in the Eurozone is “converging to our objective”.
Impax AM sees Asia environmental opportunities
Impax Asset Management can see opportunities in Asia but the lack of clarity on environmental issues from the new US president means a growth outlook for environment-themed investing is difficult, said Ian Simm, Impax Asset Management’s London-based chief executive.
Is duration risk an issue for high-yield investors?
As inflation is rising and interest rates seem to have bottomed, investors are reducing the duration of their bond portfolios. But is duration risk really a factor in all fixed income asset classes?