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.

Trump speeds up the rotation

by John Bennett

6 months ago

​John Bennett, Head of European Equities, believes that Donald Trump’s election has accelerated the rotation towards a value-driven market. While many of his policies remain unclear, his victory in the US presidential election has significantly changed inflation expectations globally, and should continue to favour John’s pre-election move away from overvalued growth stocks.

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Tech under Trump: implications for investors

by Stuart O'Gorman

6 months ago

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: 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

by Phillip Apel

6 months ago

​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

by Matthew Beesley

6 months ago

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

by Matthew Beesley

6 months ago

​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?

by Tim Stevenson

6 months ago

​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

by Mitul Patel

6 months ago

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?

by Charlie Awdry

6 months ago

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?

by Simon Ward

6 months ago

​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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US election reaction: impact on Asian equities

by Andrew Gillan

6 months ago

​Andrew Gillan, Head of Asia (ex Japan) Equities, explains the potential implications of the Trump victory for Asian equity markets in the short and longer term.

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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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