The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
How big tech became a big friend to European investors
The dominance of big tech over the last decade has been closely associated with a surging US market, at the expense of others including Europe. Now that the tech giants are spending big though, they are spending in Europe.
Henderson International Income Trust: Full-Year Results 2024
Ben Lofthouse, manager of Henderson International Income Trust, discusses the trust’s results for the year to 31 August 2024.
What types of U.S. investors are most likely to have named a trusted contact for their brokerage accounts?
Research found that a lack of basic financial knowledge is the main reason affluent investors use less tax-efficient and cost-effective debt vehicles, creating an education opportunity for advisors.
Does gender play a role in the selection of a financial advisor?
Why did we do this research? While females control 51% of the personal wealth in the U.S., they represent only 32% of the financial advisor population. If individuals prefer to work with teams that include both women and men, the industry would benefit by redoubling efforts to attract and recruit female financial advisors. Why is
Why do affluent individuals carry credit card debt rather than borrow against securities?
Why did we do this research? A national representative sample of 1,046 investors with at least $50,000 on deposit at their brokerage firm collected by FINRA revealed that 15% of individuals carried a monthly balance on their credit cards, compared to 13% who had a securities-based loan. Why is this research important? Individuals who assume
Do personality traits influence the intention to leave unequal bequests to children?
Research shows that certain personality traits, such as agreeableness, make clients more likely to leave unequal bequests.
Do overconfident investors seek professional investment advice?
Overconfident investors were found to be more likely to seek recommendations from financial advisors but less likely to hand over trading discretion.
Not the Europe you think you know: Henderson European Trust Copy
While the UK market is having a moment in the sun, investors in The City of London Investment Trust have long benefitted from a standout dividend history…
An options-implied analysis of the US presidential election – Part III
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.