global financial markets

A New Era for Global Financial Markets

Global financial markets have started the New Year on a surprisingly strong footing, with the Dow Jones, FTSE and US$ all outperforming expectations and achieving record-highs. Why the unprecedented optimism so early on in the year? Investors are expecting significant change for global financial markets, characterized by the profound shifts taking place in monetary and government policy worldwide.

After an Impressive 2016, Where Will Markets Move?

Source: Bloomberg News (2016)

Investors should brace for few certainties, several headwinds and many opportunities in the New Year. Donald Trump will see his first days as President of the United States, the British government will begin proceedings to leave the European Union, there is risk of a supply war over the world’s most important commodity, oil, and interest rates are likely to rise around the world.…

Beyond the US Election

On January 20th 2017, Donald J. Trump will be the new President of the United States of America. After years of intense campaigning and an election result met with both jubilation and disappointment at home, global financial markets quickly went into a frenzy of volatility and uncertainty. This is to be expected while the world determines whether the US President-elect’s policies match his often-divisive campaign rhetoric.

An extraordinary time for global financial markets, Trump’s victory saw investors flee to and return from safe haven assets as they considered the implications of such a historic event. Overnight traders from New York to Hong Kong were caught off guard by a result that defied all odds and polls.…