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Investing under Trump

  • Tuesday, 12 January, 2021
    Michael Moritz
    Business must set aside self-interest to battle extremism

    My grandfather’s experience in post-first world war Germany serves as a warning to post-election America

  • Saturday, 9 January, 2021
    The Long ViewMichael Mackenzie
    Investors look past the storming of US Capitol

    Cold-blooded markets focus more on a shift in the Senate following Georgia elections

  • Wednesday, 6 January, 2021
    Equities
    Small-caps and value shine on Wall Street after Georgia results

    Clean sweep of Congress for Joe Biden’s party could pave way for significant fiscal stimulus

  • Friday, 27 November, 2020
    Merryn Somerset Webb
    Vaccines not politics are driving the soaring markets

    ‘Cheap’ UK equities stand to benefit from a rotation into companies that will rise with a recovery

    Ingram Pinn illustration of Merryn Somerset Webb column ‘Vaccines not politics are driving the soaring markets’
  • Saturday, 7 November, 2020
    Markets brace for US election
    Biden constrained: how Wall Street positioned for divided government

    Shock, patience and a rethink in a tense week for fund managers

    Montage of Joe Biden and White House
  • Friday, 6 November, 2020
    Lex
    Biden/volatility: nixing the Vix Premium content

    With the emollient Democrat edging closer to victory, calm has settled on Wall Street

    Joe Biden in Pennsylvania on Tuesday
  • Friday, 6 November, 2020
    Merryn Somerset Webb
    The upside of a close race for the White House

    Investors focus on the positives in a conflicted and confusing election result

  • Friday, 6 November, 2020
    Exchange traded funds
    Early US election results prompt rush for small and mid-cap ETFs

    BlackRock’s iShares Russell 2000 attracted $714m in net inflows on Wednesday

    The large cap iShares Core S&P 500 ETF saw the largest net outflows
  • Thursday, 5 November, 2020
    Dollar loses ground in post-election rush for riskier assets

    Thin liquidity has helped to exaggerate a move that has taken some analysts by surprise

  • Thursday, 5 November, 2020
    Markets InsightKatie Martin
    Why investors have suddenly turned bullish on a divided US government

    Hasty shift to expectations that a Biden administration would be restrained on tax rises and regulation

    Joe Biden and Donald Trump
  • Thursday, 5 November, 2020
    Markets brace for US election
    US election sucks air out of the reflation trade

    Prospect of divided Congress and more modest economic stimulus has had big effect on markets

  • Wednesday, 4 November, 2020
    US equities
    Investors pile into tech stocks and Treasuries as ‘blue wave’ trade unravels

    Weaker than forecast Democratic showing cuts expectations of government spending boom

    Staff at a foreign exchange trading company in Tokyo watch a TV screen showing Donald Trump speaking on US election night
  • Wednesday, 4 November, 2020
    US equities
    Stock volatility drops even as US election remains undecided

    Wall Street’s ‘fear gauge’ falls after early results point to a share of power in Congress

  • Tuesday, 3 November, 2020
    Markets volatility
    Hedge funds bet against lasting US election-induced market turmoil

    Firms wager that Wall Street expectations for increased volatility in months ahead are overdone

    Hedge funds are betting that US stock markets will be calm in the months ahead and that fears of unrest following the election battle between Donald Trump and Joe Biden have been exaggerated
  • Sunday, 1 November, 2020
    The FT ViewThe editorial board
    A clear US election result will calm investor nerves

    A convincing win for either side will soothe jitters, but is no cure-all

    The New York Stock Exchange. No matter who wins the election, the market is likely to get the fiscal stimulus that investors have been asking for
  • Saturday, 31 October, 2020
    Investing in funds
    Investors find a novel way to hedge their portfolios: hedge funds

    High bond prices mean fixed income has lost its lustre as a ballast against stock falls

  • Thursday, 29 October, 2020
    Markets InsightLiz Ann Sonders
    History shows that equities outperform under Democrats

    But time in the market matters more than timing it

    Former vice-president Joe Biden, right, leads President Donald Trump, left, in most polls, as well as in the ‘betting markets’ where gamblers speculate on the likely outcome. That leads pundits to compare the historical performance of the stock market when Democrats or Republicans are sitting in the Oval Office
  • Wednesday, 21 October, 2020
    Markets brace for US election
    Investors opt for the ‘do nothing’ trade ahead of US election

    Memories of shock 2016 result discourage asset managers from making big directional bets

  • Saturday, 17 October, 2020
    FTfm
    Fund managers overhaul portfolios on ‘blue wave’ bet

    Investors are dumping tech stocks for housebuilders and regional banks in anticipation of a Biden victory

  • Saturday, 17 October, 2020
    The Long ViewMichael Mackenzie
    US election: what investors are anticipating

    Bets rise on a Democratic ‘blue wave’ in the White House and Congress

  • Saturday, 10 October, 2020
    The Long ViewMichael Mackenzie
    Market zeitgeist turns towards cyclical stocks

    Fiscal stimulus measures, if they come, point to a broader rally in equities

  • Friday, 9 October, 2020
    Investments
    The US election and your investment portfolio

    How will the result and the fallout from the fractious 2020 campaign affect your money?

  • Thursday, 8 October, 2020
    US Treasury bonds
    Investors say recent bond market sell-off may be just the start

    A post-election spending splurge by Congress could send yields higher despite Fed actions

  • Tuesday, 29 September, 2020
    Political risk and investment
    Fears of a disputed US election fuel market volatility bets

    Vix index futures rise further after Trump indicates he might not concede if he loses November vote

  • Monday, 28 September, 2020
    News in-depthUS dollar
    Dollar picks up as US election approaches

    Uncertainty following vote could spur haven bets and boost the currency, analysts say

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