Trump reaction – detailed analysis and investment consequences from Pictet Asset Management

In brief: Donald Trump’s shock victory in the US election could transform the investment landscape.  While his plans to deliver fiscal stimulus and tax cuts could provide a much-needed boost to growth, his views on global trade should concern investors.

Read this excellent balanced review from the Pictet AM Strategy Unit.

Headlines from this document

• Protectionist Trump – no friend of trade
• Silver linings – tax cuts and infrastructure investment
• Wider deficit, higher inflation,  higher rates
• Trump’s pledges and the investment consequences – a summary table
• US industrial, healthcare stocks  could shine
• Bonds to struggle
• Political risks hold sway