Rapid improvement on 2016
Managed by Tim Butler, Mike Clulow and Joel Rubenstein
Research from Harrington Cooper
Proposed lower taxes and cash repatriation
Gearing up for hikes in 2017
Fed expected to raise rates twice
Particularly small cap and domestic companies
The transition to a Trump presidency this month, for all its Sturm und Drang, marks several important and bullish transitions for stockmarket investors. Expectations are high, but these trends could lead to an extended favourable climate for US equity...
EMs on a 'whopping' 30% discount
Wrapper branded X-Note
In the last of a special three-part Big Question, fund managers give their views on what Donald Trump's presidency may mean for markets and the global economy.
In this second of a special three-part Big Question, managers tell Investment Week that investors need to keep a more vigilant and realistic eye on the economy now that Donald Trump has begun his first term as US President.
Fund managers share their views
Mirrors existing $1bn US strategy
Will have passive underlay
Donald Trump's style may be direct and unpredictable, but the rediscovery of a belief in leadership should help boost animal spirits, consumer confidence and the economy, argues Richard Woolnough, manager of the M&G Optimal Income fund.
Trump will cause first 'zigzag'
Took bearish positions post-election
US dollar stands to suffer in next market wobble
Pharmaceuticals are 'getting away with murder'
Helped by strengthening US dollar
Farewell speech today
Plans to roll out own global equity solutions in 2017
Launched on 19 December