US

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

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