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What's going on in government bonds? Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields and the market mood ahead of Donald Trump's inauguration on Monday. Also on the agenda: expectations for earnings season, the impact of supply-side oil pressures, and what might just be the most disappointing Christmas present on record. Don't miss his insights: https://lnkd.in/dKa7fpwm For professional investors only. Capital at risk. #LGIMTalks #FixedIncome #Investing

Hymans Robertson Investment Services's market digest provides expert insight into the key market changes which happened over the past quarter. 🗽 Trump’s election victory drove strong performance of the US dollar and in the US equity market. 📈The US election results, comments from the Federal Reserve and the Chancellor’s October budget all helped push bond yields higher. https://okt.to/aOcJfr #MarketUpdate #Investments

The US election is rapidly drawing closer and market attention is intensifying as the likely outcome appears to be on a knife edge – at least according to polls. But Liontrust’s Phil Milburn, Co-Head of the Global Fixed Income team, says markets are pricing in high chances of a second Trump presidency with an accompanying rise in the yield offered on US Treasuries, as the chart below shows. Capital at risk. This should not be construed as investment advice. #USElection2024 #GlobalEconomy #FixedIncome #PoliticalRisk #TreasuryBonds

The S&P 500’s gradual grind higher evolved into full on market euphoria when Trump won the US election so convincingly. We all know that market euphoria tends to end in tears. The dot-com bubble was a memorable example. With those memories in mind, it’s worth asking the question: are US/global markets too bullish? Read our latest article at https://lnkd.in/gj-VxWaB #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

The S&P 500’s gradual grind higher evolved into full on market euphoria when Trump won the US election so convincingly. We all know that market euphoria tends to end in tears. The dot-com bubble was a memorable example. With those memories in mind, it’s worth asking the question: are US/global markets too bullish? Read our latest article at https://lnkd.in/g4W6EAzu #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

Drill, dig, and develop. Veteran money manager and investment expert Gavin Graham on three companies that stand to benefit from Trump’s plans to unshackle the economy: https://bit.ly/4iBM8Zh

No matter who you vote for, both presidential candidates' proposals are expected to raise significant inflationary concerns. With that in mind, could now be a good time to reassess alternatives to holding a higher concentration in money market funds? For more insights, listen to Eben Burr's commentary on the subject:

What impact will Trump's return to the White House have on the global economy? Is there potential for more cuts to UK interest rates this year? These are just two questions that our experts will be discussing in our next 'Making Sense of Markets' webinar next month. These webinars, in partnership with our asset management team, Future Money, are designed to help you understand what's going on in the markets and how they may affect your pension and investment portfolios. Register here: https://lnkd.in/gExiE_a3 Richard Cole, CFA Justin Rourke Stewart Crockett #webinar #investments #economy

With yesterday’s US presidential inauguration, it’s natural to wonder about the potential market impact. The charts below show how markets reacted in the 100 days before and after Trump’s election victories in 2016 and 2024. While political transitions often spark uncertainty, history reassures us that markets have a remarkable ability to adapt and remain resilient. For investors, the message is clear: reacting to short-term political shifts introduces unnecessary risk and often undermines long-term returns. Our focus remains on disciplined, long-term investing – or, as we like to put it, time in the markets, not timing the markets. Past performance is not indicative of future performance. The value of your investment can go down as well as up. You could get back less than you invested. St. James’s Place Representatives represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. SJP Approved 20/01/2025

Trump is noisy. Markets are noisy - and neither are going to quieten down. History tells us that, ultimately, markets are ambiguous to politics. The key to successful #investing is ignoring the noise; #diversification to reduce some of the risk; embracing #volatility as an opportunity for growth and focussing on your #longterm objectives. ✔️ #valueofadvice