Portfolio managers assess whether the US President's behaviour will help or hinder markets, and how his policies can be factored into investment decision-making.
Rachel Winter, senior investment manager, Killik & Co Disruption needed It is difficult to call someone a market menace when their country's stockmarket has hit multiple record highs during their tenure. President Trump has boosted markets by reducing America's excessive rate of corporate tax, lessening the costly regulation across the financial sector, and tackling the country's ageing infrastructure. As demonstrated by the latest consensus-beating corporate reporting season, financials and domestically-focused US stocks are flourishing under Trump. Many take offence to his char...
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