Trump victory would be good for shares - but bad for bonds, says HAMISH MCRAE
1 month, 4 weeks ago

Trump victory would be good for shares - but bad for bonds, says HAMISH MCRAE

Daily Mail  

The markets here are nervous – and understandably so – about Chancellor Rachel Reeves's Budget on Wednesday. On a global level, one would naturally expect markets to be jittery about another event that is also just a few days away, namely the outcome of the US election. In the UK, Betfair Exchange reckons Trump is on the brink of 'likely win' – a 60 per cent chance. My reading is that the markets think a Trump victory would on balance be good for share prices, and bad for bonds. More directly, if inflation rises and US Treasury yields rise to, say, 5 per cent, it would be naïve to think the yield on gilts – UK Government bonds – would not climb in tandem.

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How to make money from Trump's victory: Experts reveal ten investments and 'Trump trades' you could cash in on
1 month, 2 weeks ago

How to make money from Trump's victory: Experts reveal ten investments and 'Trump trades' you could cash in on

Daily Mail  

Markets hate uncertainty, the old adage goes, so there will be some relief among investors that American voters have made a clear-cut decision. Leading up to polling day, the received wisdom was that a Donald Trump win would be better for equities and worse for bonds The verdict on the markets was swift - stock markets soared alongside the dollar …

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