In this latest Tactical Allocation update video (5:36) Julian Menges, Head of Managed Portfolios at Casterbridge, looks at how the election of Trump as the new US President should be positive for global trade and the ability to control inflation. In addition, the size of the win, and the Republicans controlling both the Senate and House (looking likely, but not yet confirmed at the time of writing) means that their legislation for economic growth should be passed quickly and decisively. We believe this is positive for equity markets.
Important Information
This video is for information only and does not constitute advice or recommendation and you should not make any investment decisions based on it. The views and opinions of this video are those of Casterbridge at the time of recording and may change without notice. Any opinions should not be viewed as indicating any guarantee of return from investments managed by Casterbridge nor as advice of any nature. It is important to remember that past performance and the value of an investment, and any income from it, may go down as well as up and the investor may not get back the original amount invested.
