Outlook 2017: Watching Trump
Market players assume that Trump’s policies will stimulate growth
- By: Catherine Harris
- January 15, 2017 November 9, 2019
- 01:00
Market players assume that Trump’s policies will stimulate growth
Optimism is high that tax cuts, public spending and less regulation will prime the U.S. economy's pump. But with U.S. employment and debt already high,…
As economic growth continues to improve around the globe, the consumer discretionary category is likely to present an expanded range of opportunities, with retail revenue…
But a correction could be in the cards if predictions of continuing economic growth around the world don't come true
Energy prices and infrastucture projects are expected to fuel the country's economic growth during the next few years, while a peace accord with rebels offers…
Portfolio managers look for companies whose prospects are tied to growth in commodity volumes rather than in rising underlying prices. Although oil prices are unpredictable,…
Despite several years of political and social upheaval, many Europe-based companies remain sound investments, with some companies even benefiting from the U.S. administration's plans to…
New U.S. President Donald Trump has made many promises at a time when current economic growth projections are modest and the bullish stock market, which…
Although Canada's equities market faces some challenges, portfolio managers are optimistic about its prospects for 2017, especially in sectors that are positioned to benefit from…
Spending on infrastructure is expected to surge in the years ahead, with many countries, including the U.S., set to funnel billions into hard assets
Portfolio managers give a nod to export-oriented South Korea-based consumer-products firms
Rising interest rates spell the end of the three-decade bond bull market. Now, protecting income and avoiding capital loss is the essential strategy
Stocks of high-technology companies are particularly exposed to changing winds in U.S. trade policy, but some ripe investment opportunities can be found in the coming…
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As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
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