Article
How US midterm elections affect the markets
This pivotal contest is just ten months away, says Capital Group – and the campaign starts in earnest next month when President Donald Trump delivers the State of the Union Address.
Tag
Donald Trump
Article
The Week: Why don’t markets care about Donald Trump?
It’s been a tumultuous start to the year, with 2026 promising to be another noisy year, but financial markets are shrugging it off.
Article
The unstoppable dollar meets the immovable Mr Trump
Dollar cycles are longer than others because four self-reinforcing forces create inertia and rarely reverse unless all four turn simultaneously. Ninety One believes Trump-era policies, fiscal strain and shifting global capital could trigger a convergence.
Podcast
Aberdeen Investments | 100 days later: are all countries emerging markets now?
In this episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson discusses Trump's first 100 days in office with Robert Gilhooly, Senior Emerging Markets Economist.
Article
100 days later: are all countries emerging markets nows?
In the latest episode of the Emerging Market Equities podcast, Nick talks with Bob to discuss Trump's first 100 days in office.
Article
The Week: Trouble in the US bond market (again)
The bond market is rattled by Trump’s ‘big beautiful bill’.
Article
UK market review: Tariff turmoil
President Donald Trump’s announcements on trade tariffs absorbed the limelight during April and, in common with the rest of the world, UK markets were volatile, fluctuating in response to daily newsflow from the US.
Video
Capital Group | Tariff impacts on global markets
Tariffs levied by the Trump administration have sent global markets reeling. Watch Capital Group portfolio managers Jody Jonsson and Chitrang Purani assess the implications for stocks and bonds.
Article
Quick take on Trump’s tariff pause
Even if Trump negotiates deals to mitigate the effects of tariffs relatively soon, Capital Group believes we should consider a scenario where he continues to disregard historical norms in policy decision making.
Podcast
Ninety One | Changing realities challenge the bet on US exceptionalism
Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond US assets.