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
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