There has been a lively reaction in financial markets to Donald Trump’s election win, but what might his presidency mean for investments in 2017?
2017 may prove a challenging year with consensus expecting a firm US dollar; however any change to this view could see a considerable rally and fundamentals for many emerging markets have improved.
In the challenging bond environment of 2017, selected local currency government bonds could offer the best opportunities to generate attractive returns within the asset class. An investment approach combining flexibility, selectivity and downside protection, however, is crucial.
Inflation may finally be returning to Western economies, aided by the “Trumpflation effect”. We explain why, and highlight how investors can protect themselves
Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.