How big was the global Trump rally – and where does it leave valuations?

The prospect of a Trump presidency has fuelled a rally in stockmarkets. Schroders experts explain why and look at the latest valuations.  Stockmarkets rarely rally in the face of political and economic uncertainty. The combination of Brexit, Donald Trump’s election, the return of inflation and prospect of higher interest rates would normally undermine demand for … Continue reading “How big was the global Trump rally – and where does it leave valuations?”

The economic effect of “Trumpism”

Trumpism is defined as: (1) the rejection of the current political establishment and the vigorous pursuit of American national interests; (2) a controversial or outrageous statement attributed to Donald Trump. On winning the US Presidential election, Trump’s victory speech confirmed that he would put America first in his policies. That pursuit of America’s interests will … Continue reading “The economic effect of “Trumpism””

Donald Trump to be president

Donald J Trump is poised to become the next President of the United States of America, one of the most controversial and divisive Presidents the country has ever had judging by recent polls. What will the consequences of this victory be? It’s incredibly difficult to know and therein lies the challenge. Candidates generally track towards … Continue reading “Donald Trump to be president”

Trump victory: after initial boost, weaker growth and higher inflation likely

Donald Trump’s victory in the US presidential election could lead to trade wars, with tariffs likely to rise. Congratulations to Donald Trump who has defied the odds and the naysayers to become the oldest elected president of the US. This is an extraordinary achievement for a Washington outsider who had to beat 16 others for … Continue reading “Trump victory: after initial boost, weaker growth and higher inflation likely”

Historic win by Donald Trump

An assessment of the historic win by Donald Trump in the US Presidential election. It was always a possibility that Mr Trump would win the US election, despite the worries and fears of market commentators and those in the main economic institutions.  Charles Stanley took a cautious approach ahead of the event, recognising that there … Continue reading “Historic win by Donald Trump”