US election result: implications for investors

US Presidential Election

Henderson's investment teams have been providing their views during the US presidential election campaign. They now assess the implications of President Trump taking up his position in the White House.

Hochzinsanleihen in einer Welt unter Führung Trumps

von Kevin Loome

vor 4 monaten
Die über die Welt schwappende Populismuswelle hat auch die USA erfasst und mit der Wahl von Donald Trump zum 45. Präsidenten der USA ein politisches Erdbeben ausgelöst. Trumps Agenda enthält sowohl republikanische (Steuerreform), demokratische (höhere Staatsausgaben) wie auch eigene unorthodoxe Ideen. Kevin Loome, Leiter US-Unternehmensanleihen, kommentiert die Wahl von Donald Trump zum nächsten US-Präsidenten und die Auswirkungen, die sie auf US-Hochzinsanleihen haben könnte.

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Tech under Trump: implications for investors

von Stuart O'Gorman

vor 4 monaten

Stuart O’Gorman, Director of Technology Equities, discusses what Donald Trump’s victory in the US presidential election may mean for tech stocks.

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US election reaction: a global property equities perspective

von Guy Barnard

vor 4 monaten

Guy Barnard, Co-Head of the Global Property Equities Team, provides his reaction to Donald Trump’s unexpected election as the next US President. The team continues to see healthy real estate fundamentals and remains focused on bottom-up stock selection to drive returns, while pursuing investment opportunities created by market volatility.

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US election reaction: a surprising Trump win

von Michelle J. Picard, Derek J. Pawlak

vor 4 monaten
​The Henderson Geneva US Equity Growth Team comments on the surprising US presidential election results, the implications this has on US equity markets and how this affects the Federal Reserve’s next move.
 
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US election reaction: predictably unpredictable

Following Donald Trump’s unexpected victory in the US elections, Ryan Boothroyd, from Henderson’s Multi-Asset Team, discusses the competing forces that look likely to shape investing across the asset spectrum.

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US election reaction: view from the ISG

von Phillip Apel

vor 4 monaten

​Following the surprise US presidential election victory for Donald Trump, members of Henderson’s fixed income Investment Strategy Group (ISG) present a brief analysis on the implications for the markets, as well as what it means for portfolios.

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Trump presidency: investors confront the new world

von Matthew Beesley

vor 4 monaten

Matthew Beesley, Head of Global Equities, discusses which areas of the global market could provide investment opportunities following Donald Trump’s surprise victory in the US presidential election.

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Trump's win: time to look beyond the US

von Matthew Beesley

vor 4 monaten

​In this short video, Matthew Beesley, Head of Global Equities, discusses the market implications of Trump’s presidential win. After an initial panic, investors are now buying some areas on price falls. He explains where he sees investment opportunities and threats.

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US election reaction: will Europe be next?

von Tim Stevenson

vor 4 monaten

​Tim Stevenson, Director of European Equities, gives his reaction to Trump’s anti-establishment victory, and the implications for European equity investors.

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US election reaction: the Treasury curve steepens

von Mitul Patel

vor 4 monaten

Mitul Patel, Head of Interest Rates at Henderson, explains the reaction in the markets to the surprise election victory for Donald Trump.

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How will President Trump impact on US-China relations?

von Charlie Awdry

vor 4 monaten

Charlie Awdry, China equities manager, comments on the potential implications of Donald Trump’s victory on China’s economy and political relations with the US.

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US election reaction: neutral equities, negative bonds, positive US dollar?

von Simon Ward

vor 4 monaten

​Simon Ward, Chief Economist, reacts to Trump’s victory and the likely economic and financial impact of a Republican President and Congress.

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The US election: bad for bonds?

With the third and final presidential debate concluded Ryan Boothroyd, from Henderson’s Multi-Asset Team, reflects upon the likely market reaction from a cross-asset perspective. He discusses the potential for US government bond yields to move higher – regardless of who wins the presidency.

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Final US presidential debate: Clinton wins 'fight night'

​The Henderson Geneva US Equity Growth Team comments on the third and final US presidential debate.

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Second US presidential debate: Trump ducks fatal blow

​Ryan Boothroyd, from Henderson’s Multi-Asset Team, discusses the key takeaways from the second US presidential debate.

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First US presidential debate: reaction and outlook

​The Henderson Geneva US Equity Growth Team comments on the first US presidential debate.

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Guide to the US presidential election: investment implications

​Ryan Boothroyd from Henderson’s Multi-Asset Team provides his need-to-know guide to the 2016 US presidential election. In the Q&A section he discusses what issues are shaping the campaign, key things to watch out for, and which assets are most likely to be affected in the event of a Clinton or Trump victory.

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