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-o-nomics: the importance of US-aligned portfolio positioning

by John Pattullo

2 years ago
John Pattullo, Co-Head of Strategic Fixed Income, looks at the impact of the Trump victory on the financial markets and provides his assessment of the likely effects and success of his policies.
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Trump speeds up the market rotation

by John Bennett

2 years 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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Trump victory: what now?

Chris Burvill and Stephen Payne, Co-Managers of the Henderson Cautious Managed Fund, discuss what may be in store for the markets and the fund following Donald Trump’s victory in the US presidential election.

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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: will Europe be next?

by Tim Stevenson

2 years 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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How will President Trump impact on US-China relations?

by Charlie Awdry

2 years 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

2 years 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

2 years 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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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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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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