US election

US markets fall on Trump tax plan uncertainty

Key Wall Street markets saw their worst falls since Donald Trump’s election victory yesterday. As investors sounded a note of caution over whether the President’s tax cut plan would materialise, the record highs the US markets have seen recently tailed off. The Dow Jones closed 1.14 per cent down, the Nasdaq dropped 1.83 per cent, […]

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US mid-caps’ time to shine

Global financial markets were weighed down by the uncertainty around the outcome of the US presidential elections for the latter half of 2016. Then, the shock: Donald Trump’s victory. US equity markets have been on a high ever since, with the S&P 500 index gaining almost 5 per cent in US dollar terms. Even rising […]

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How to invest in a post-truth, post-Trump world

Oxford Dictionaries’ 2016 word of the year was “post-truth”. Its definition – circumstances in which objective facts are less influential in shaping opinion than emotion or personal belief – renders it an obvious choice for the politically charged year that was. For investors, however, the pertinent question is how facts versus sentiment will influence markets […]

Which funds could benefit from Trump?

Fund investors should look to the North America and infrastructure to benefit from the US presidency under Donald Trump, The Share Centre says ahead of his inauguration today. Trump’s fiscal stimulus plans have been welcomed by stock markets with the S&P 500 rallying 7 per cent since his election, while the Dow Jones Industrials has returned […]

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Stephanie Flanders: Active managers can thrive in ‘idiosyncratic’ Trump market

The idiosyncrasies that US president elect Donald Trump will create in markets through his individual dealings with companies will provide favourable conditions for active management, JP Morgan chief market strategist Stephanie Flanders says. In particular, Flanders refers to the president-elect’s conversations, as detailed via his Twitter account, with individual companies whereby he takes credit for their […]

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We should have seen Trump and Brexit coming

So here we are. In just two months time the world will be watching the inauguration of President Donald J Trump. While it is safe to say not everyone welcomed the outcome of the US election with open arms, politicians and us mere mortals are beginning to, at the very least, come to terms with […]

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Trump set to scrap planned US advice rules

Proposals that would change the way retirement products are sold in the US could be scrapped under the Trump administration. According to a Financial Times report, advisers to president-elect Donald Trump are considering stopping reforms that would see advisers who give retirement advice putting the client’s interest above their own according to a “fiduciary standard”. […]

Stephanie Flanders: Trump needs to commit to Yellen

The most reassuring statement investors need from Donald Trump would be a commitment to see the Federal Reserve’s chair finish her mandate, JP Morgan Asset Management’s Stephanie Flanders says. Following yesterday’s US presidency victory by Trump, commentators have continued to raise concerns that a change in the Fed leadership has become more likely. This follows Trump’s recent criticisms […]

Mr Buffettology: US can guard against ‘mad-cap’ Trump policies

The man behind the Buffettology fund believes the US political system is well placed to block the more “mad-cap” policy ideas from president-elect Donald Trump. Sanford DeLand Asset Management investment director Keith Ashworth-Lord manages the £64m CFP SDL UK Buffettology fund, which aims to mirror the investment principles of billionaire investor Warren Buffett. Speaking at […]