Does not want to 'wait to long' on rates
'Secure growth companies could be toppled by turnaround stories'
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...
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
Credit as an asset class has historically delivered reliable returns across the cycle. Last year's returns in global credit were exceeding 6%, writes Vontobel's Christian Hantel.
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.