US small caps to benefit from Trump victory
Concentrated portolio remains unchanged following election
Ed Smith, asset allocation strategist at Rathbones, has warned developed market indices, which have performed well since Donald Trump's US election win, are only experiencing a short-term rally before the negative aspects of his victory begin to hit home....
Uncertainty about what Trump may do
Previously called the sector a 'death trap'
Housing remains one of the brighter spots for the US economy. After enduring four years of depression, the housing industry began to recover in 2012 and now seems more like a tailwind than a headwind.
Two key issues dominate the economic and investment landscape: concern that monetary policy may be at the end of the line and prospects for the US after November's presidential election, writes Daniel Murray, chief economist at EFG Asset Management.
As the most exciting US Presidential race in decades reaches its conclusion, three fund managers from Pioneer Investments give their views on the implications for different asset classes.
Headlines and politics are driving healthcare. We see the outcome of the US election in a little over a week's time as a factor to guide investors within the sector - and not as a reason to avoid the sector overall.