JPMAM's chief global strategist, David Kelly, and fund manager Christian Preussner explain why US equities could provide a fruitful home for UK income investors seeking refuge in a post-Brexit market.
Following last week's successful Brexit vote, investors should be under no illusion that globalisation is now under attack.
Trump and Clinton fight for presidency
US markets suffer losses upon opening
US dollar 20% overvalued
The Trump card was once seen as a joker in the presidential election pack. But the possibility of him being elected is now being taken seriously around the world and from an investment perspective that clearly generates some anxiety.
Value still performs important role
Who is afraid of Donald Trump? Or, for that matter, Hillary Clinton? Not the US stockmarket, it seems.