When Parliament descends into a Brexit squabble with personal insults and worse, it is time to stand back and take a deep breath. It is all illustrative of how emotional the debate has become, and unfortunately, the end is not yet in sight. Or, perhaps Theresa May’s suggestions that a deal to take us out of the European Union is “95% settled” does mean that we are almost there.
Global stocks have been in positive territory thus far in July with even emerging markets stocks eking out a tiny gain. With positive returns and relatively low volatility in July, it appears that the stock market is not worried about the burgeoning trade war. Admittedly, it’s easy to ignore since investors don’t have a frame of reference for the impact of a major trade war — and so far, earnings season has been very good. But other markets may be telling us that we should be worried.
Despite trade war posturing and tit-for-tat tariff impositions, China-focused funds still look sound like long-term investments.
The US economy grew at a faster than expected rate at the end of 2017. When will the current US economic expansion end?
While large cap US valuations are rich, small businesses owner sentiment suggests small caps still offer value.
The US’s new steel tariffs threaten to kick off a trade war. How should investors position themselves?
Tom Bailey looks at some of the key market indicators to assess whether the so-called ‘Trump Trade’ has further to run.
Under Trump, the S&P 500 has risen by more than 20 per cent and the Dow by 30 per cent.