Three stocks to play the Trump bounce

Each week, a professional investor tells us where he’d put his money. This week: Didier Saint-Georges, Carmignac Gestion

Donald Trump’s looming presidency stands as a symptom of a broader failure. Even after years of quantitative easing and rock-bottom interest rates, economic growth has been consistently disappointing almost everywhere for the past eight years. Trump’s victory also attests to the fact that since 2008 increasing numbers of voters have been rejecting the regime of neoliberal globalisation. In country after country, every election seems to offer the opportunity for a different economic agenda focused on more fiscal stimulus and [...]