Asset AllocatorDec 5 2024

What is the outlook for the US after Trump’s victory?

After engaging with this content, which carries an indicative 60 minutes of CPD, you will be able to:

  • Understand the state of the US economy in the aftermath of the US presidential election
  • Describe the impact a trade war might have on US equities
  • Understand the outlook for US mega caps following the US election
pfs-logo
cisi-logo
CPD
Approx.60min

What is the outlook for the US after Trump’s victory?

After engaging with this content, which carries an indicative 60 minutes of CPD, you will be able to:

  • Understand the state of the US economy in the aftermath of the US presidential election
  • Describe the impact a trade war might have on US equities
  • Understand the outlook for US mega caps following the US election
pfs-logo
cisi-logo
CPD
Approx.60min
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Introduction

By Damian Fantato
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The re-election of Donald Trump as president of the United States prompted a market rally — presumably in large part due to the prospects of a certain outcome rather than weeks or months of legal wrangling over the winner.

But the result has prompted many discussions about the state of the US economy — which from many perspectives is in a very good place despite what American voters seem to think — and about what comes next.

For example what impact will a trade war have on US companies? And will Trump’s plans to dramatically cut regulation boost the economy?

Then there is the persistent question of whether the boom time for US tech stocks can last much longer.

We cover these topics in our latest special report, which is supported by JPMorgan Asset Management and which qualifies for 60 minutes of CPD with the CISI.