-
Earnings estimates are a rigged game – especially in the US
The number of US stocks beating earnings estimates tells us only that guidance has deliberately been set too low
-
How Trump's dog deals will damage global trade with the US
Opinion Some commentators are hailing Trump’s trading savvy. Are they right?
Opinion -
Emerging markets must deliver growth
Emerging markets have benefitted from the rotation away from the US – but can the rally last?
-
Trump’s tariffs are here to stay
Opinion Trump's tariffs mean American businesses and consumers will have to pick up the tab
Opinion -
In defence of Donald Trump
Opinion Doom-mongers thought the world would end with the election of Donald Trump. Think again, says Max King
Opinion -
US stocks are more expensive than ever after Trump's tariffs
We don’t need to second-guess the effect of Trump's tariffs to think that the rest of the world offers better value
-
The new products and growth sectors driving America’s long-term winners
Opinion Felix Wintle, manager of the VT Tyndall North American Fund, highlights three favourite US stocks where he'd put his money
Opinion -
Tariffs 'were a terrible idea but shunning the US is a big mistake'
Opinion Manufacturers and investors have pivoted away from the US, the world’s biggest economy. That’s a mistake, says Matthew Lynn
Opinion -
US and China reach a ceasefire in their trade war after talks in London
The US and China's trading relationship – the most important one in the global economy – is back on track. Will the truce last?
