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Stéphane Monier, Bank Lombard Odier

Weighing the dynamics of US midterms and inflation

A divided Congress is likely to mean policy gridlock for the Biden administration, though the direction of monetary policy will be of more significance to markets

Richard Flynn, Charles Schwab

What history tells us about politicians' influence over equity markets

While presidents are always quick to take credit for strong stockmarket performance while being quick to blame their predecessor for poor performance, history indicates they are likely responsible for neither

Saira Malik, Nuveen

US stocks battered by gathering storm

Although the US economy seems likely to tip into recession in the not too distant future, there is optimism the country will rebound quicker than others

Yuri Bender web

Private View Blog: Biden presidency will be defined by Chinese challenge

The new president has a bulging in-tray, but the relationship between Washington and Beijing is arguably the most important

Kasia Kiladis, Fidelity International

How long can the good times last in the US?

The US economy is predicted to slow this year, but that does not mean there are no investment opportunities to be found, with the technology and healthcare sectors attracting plenty of interest  

Elliot Smither web

Private View Blog: Starting gun sounds for 2020 White House race

The battle to be the next US president will be a fiery, drawn out affair. How will markets, and the economy, react?

Robin Geffen, Neptune

Fintech on Friday: Investors underweight tech stocks

Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?

Keyu Jin, LSE

Trade war a symptom of changing relationship between China and the US

In the short-term, the trade spat with the US could prove damaging to China, but the picture changes further down the line

Peter Charrington, Citi

Citi’s success reflects a changing of the guard

US banks are enjoying a renaissance, believes Citi’s private banking boss Peter Charrington, as they have been quickest to adapt their business models to the post-financial crisis world

Grant Bowers, Franklin Templeton

Fears over Trump’s trade wars add to turbulence

Although volatility returned to US equities in the early months of the year, the country's economy remains strong and markets appear well placed to continue their upward trend  

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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