Will trump’s tariffs tip investors toward new arenas?

A strong earnings season across the Atlantic has shifted the debate a touch

The emerging-market bull isn’t back quite yet, but investors are seriously considering whether to set one running. Despite notable success stories such as India, when taken as a whole emerging markets

A month ago, analysts were predicting that S&P 500 earnings growth for the second quarter would come in at a sluggish 5% year-on-year, says Sam Goldfarb in The Wall Street Journal. The spring period w

Did you sell in May and go away this year? I do hope not, because we have often pointed out that seasonal investing is nonsense. The notion that stocks are weaker between May and September is thought

There is an interesting change taking place in global equity markets. Investors are shifting their focus from US equities towards global stocks. Emerging markets are leading the charge, but demand for

“We’ll have a majority [on the Federal Reserve Board] very shortly… People are paying too high an interest rate… We have to get the rates down a little bit,” says Donald Trump. The US president isn’t