How can investors capitalise on the unexpected phenomenon that is President Donald Trump? Going small may be the way to make it big.
It remains to be seen what President Donald Trump will actually do during his term, but the actuality of his presidency does seem to argue for investments in more US-centric parts of the market. At Schroders we do believe he will achieve many of his goals, but they seem to be close to fully priced in. Wall Street tends to get ahead of itself at times, and this appears to be one of those times. Additionally, Trump’s hostility to foreign trade agreements is troubling, and while it remains to be seen what he will actually do, his policies do seem to offer some investment possibilities.
Thanks to the “Trump Rally”, US equities were the best place to be in 2016. They surged post election, driven up by the three B’s: banks, building (infrastructure related stocks) and (anticipated tax) breaks. There seems to be a general belief that Trump’s policies will be positive for GDP growth. Trump’s promises to lower taxes, reduce regulation on businesses and pump money into infrastructure projects brings a fresh start for equity investors in 2017. While it remains to be seen what policies he will push forward, a Trump presidency augurs well for investments in more US centric parts of the market. The post-election US stock rally has driven up biotech, pharmaceuticals and infrastructure stocks.
Diese Geschichte stammt aus der March 2017-Ausgabe von The PEAK Hong Kong.
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Diese Geschichte stammt aus der March 2017-Ausgabe von The PEAK Hong Kong.
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