trump

/Tag:trump

Investing in the Age of Radical Uncertainty

In so many ways we appear to be living through history. It is the impact on the markets which concerns us, where behaviour in many markets is measurably and visibly extreme, from the US stock [...]

The Middling Revolution, China and Trump

Think of this as a part II of the earlier March of the Robots, reflecting on a (people) revolution which will drive this century, and inspire and incentivise the march of extraordinary new technology. It [...]

March of the Robots

The loss of jobs to robots in the years just ahead is an unsettling development for many. Yet the newly elected President of France, Emmanuel Macron, says he is going to modernise France in the [...]

The Politics Game: Tough Theresa vs Mad Dog vs French Farce

Just as the world of politics around the world appears to have lost the plot, up pops Theresa May and says “politics is not a game”. Before the parochial UK media loses sight of the [...]

Inheritance Tax – 5 things you need to know about the new residence nil-rate band

The new residence nil-rate band comes into force tomorrow and yet, according to research from Old Mutual Wealth (published in Professional Adviser magazine) the great majority of people know nothing about it.  The research, which [...]

Parallels with 1987?

Last month we covered US over-valuation, and events since demand more comment. On many previous occasions we have highlighted something called CAPE (cyclically adjusted price earnings ratio) as an indicator of stock market value. In [...]

Market complacency

For years there was a leadership vacuum in the West, exemplified by the unwillingness of politicians to address the problems laid bare in 2008, and the passing of the policy baton to unelected central bankers. [...]

Trump – calmer reflection, and opportunities

“The problems of victory are more agreeable than those of defeat, but they are no less difficult” (Winston Churchill) A large number of voters want change, and that is the Trump mandate – change. That [...]

Trump slump or boom? UK investor implications

The “Brexit effect” has continued across the Atlantic.  In the US, the alienated have again triumphed over the uninspired and the self-interested. It is important that UK investors understand the implications: The Trump mandate is [...]