Wealth DFM

Markets brace for Trump’s second term The January/February edition of Wealth DFM Magazine is now live Read and download your copy here: https://lnkd.in/g8GKzZ9b #wealthmanager #wealthmanagement

Cathie Wood, CEO of ARK Investment Management LLC, comments on how markets will pan out as Trump moves back into the White House. #Trump #WhiteHouse

As Donald Trump prepares to be inaugurated, questions will be raised surrounding the economic impacts of a second Trump tenure. Answering some of these questions is Iain Stealey, International CIO for Fixed Income at J.P. Morgan Asset Management. #MarketExpectations

Today's inauguration of Donald Trump as the 47th President of the US marks the start of a new administration. Mark Sherlock CFA FCA, Head of US equities at Federated Hermes tells us why he’s generally feeling positive about US investment prospects #Trump #Investments Check out the conversation below!

M&G plc, the leading international saving and investment business, today announces that Marcello Arona has been appointed as Chief Financial Officer of M&G’s Asset Management business, M&G Investments. Marcello joined M&G on 13th January 2025. 

J. Safra Sarasin: Trump’s return is greeted by a strong economy - shortly after his inauguration on Monday, Donald Trump will move to the Oval Office to sign a series of executive orders, offering a glimpse into the priorities he may set. #Trump #Economy

Already market pricing ahead of Trump’s inauguration is having implications for emerging markets, with the dollar strengthening and US term premia rising. Ultimately, this is creating pressures on currencies and tightening external financing conditions, potentially giving policymakers less room to support their respective economies. #US #EmergingMarkets Michael Langham, Economist, Global Macro Research, at abrdn comments:

The Association of Investment Companies (AIC) has reported this morning that it has written to the Financial Conduct Authority (FCA) to raise concerns about the protection of retail shareholders’ interests. This follows Saba Capital Management’s requisition of general meetings at seven investment trusts.

It is time to forget central scenarios and think about improbable but possible outcomes. The mixed market mood at the end of 2024 is reflected in our list of surprises (these hypothetical predictions are our views of what could happen even if they do not form part of our central scenario). Invesco Ltd.’s Paul Jackson shares 10 improbable but possible outcomes for 2025.

Columbia Threadneedle Investments EMEA APAC, the leading global asset management group, has expanded its offering for European investors with the launch of the CT (Lux) Pan European Focus, which will be managed by Frederic Jeanmaire who is A-rated by Citywire and a Trustnet Alpha Manager. https://lnkd.in/dJSMBjck