Trump election sparks record US equity inflows
Donald Trump’s election victory has triggered an almost unprecedented move into US equities.
US election
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JPM: Reflation trade splits S&P 500
More than one-third of the S&P 500 will be adversely hit by the reflation trade amid a “violent rotation” in equities, according to JP Morgan’s James Davidson.
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Treasuries and cyclicals valuations stretched after Republican clean sweep – BAML
The outcome of the US election has triggered a largescale sell-off of bonds and splurges on cyclicals, according to data from Bank of America Merrill Lynch.
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Managers await the reality of Trump’s Asian threat
Asian markets have recouped all their knee-jerk losses as the dust settles follow Donald Trump’s US presidential election win.
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PA ANALYSIS: Inflationary fears as Trump victory spooks bond investors
Bond investors are strapped in for an explosive month ahead as more questions were raised over the next Fed rate rise, following today’s US election result.
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Fund managers’ top Trump reactions
Active fund managers are largely sanguine but braced for volatility over the coming weeks.
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Wealth managers sit tight as election dip underwhelms
Healthcare and defence were the immediate winners at sector level following Donald Trump’s controversial victory as the outsider Republican candidate was named President elect of the United States.
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Trump wins, investors stunned
Donald Trump has won the US presidential election, riding a wave of global anti-establishment sentiment and in a Brexit-like manner, upending the status quo. Republicans also won a majority in both the Senate and House of Representatives.
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US tracker popularity resilient despite election
Tilney Bestinvest’s clients continued to put money into US tracker index funds in October despite markets being spooked by the potential outcome of the presidential election.
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US job growth sluggish pre-election but unemployment rate budges
Friday’s non-farm payroll release was a mixed bag but analysts were encouraged by the drop in unemployment levels.
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PA ANALYSIS: Is the S&P 500 election dip a great buying opportunity?
American shares have broadly dipped as investors brace themselves for the possibility of an unexpected election victory by a certain real estate tycoon.
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European investors lukewarm about US equities – Trump can change that
European investors have been rather apathetic about US equities for an extended period. This is unlikely to change if Hillary Clinton wins the presidential elections. A Trump win, however, will probably prompt a pronounced shift in sentiment.
