As the markets realise Donald Trump isn’t cut out to be president, the Trump bump will become a Trump tantrum, says John Stepek. Prepare your portfolio for the “disillusionment trade”.
Protectionism; lower taxes; huge walls in the desert. Whatever you think of them, there’s no doubt that Donald Trump’s policies are inflationary. And that’s good for stocks – for now.
The “Trump factor” is wearing off, as markets realise that America’s new president might not be Wall Street’s new best friend. John Stepek explains what that means for investors.
The chances are Donald Trump will get himself impeached, says Matthew Lynn. But a President Pence could be just what the markets need.
Lost among some of Donald Trump’s more questionable statements was the proposal to scrap the tax deductibility of interest expenses.
Donald Trump is seen as “business friendly”. But that won‘t necessarily mean soaring markets or record returns. For investors, there’s just one thing they need to know, says John Stepek.
Donald Trump goes on the charm offensive when it comes to dealing with Britain. Matthew Partridge reports.
The US has a new president unlike any other – what are the implications for investors of The Donald’s dominion? Rupert Foster reports.
Since Donald Trump won the US election, stocks and commodities have roared higher. But, asks Dominic Frisby, is the rally here to stay?
Now that the markets have got over the shock of a Trump victory in the US presidential election, David C Stevenson looks at which funds to buy.
Charlie Morris tells Merryn Somerset Webb what has and hasn’t changed for investors as a result of Donald Trump’s victory, and what to do about it.