Our views

Post US election global equity outlook


Mike Fox, Head of Sustainable Investment

 9 November 2016

Politicians are struggling to connect with voters. Technology, globalisation and overseas manufacturing have rendered obsolete many well paid careers that previously were the mainstay of households in the US and across the developed world. Politicians with anti-immigration and anti-globalisation policies have found a readymade base of supporters. 
Innovation, immigration and free trade have however been the mainstays of much economic growth in the last few decades. Policies that go against this are unlikely to be helpful for economic activity, the prospects for which are increasingly uncertain.
Despite this industries such as Technology, Healthcare and Infrastructure will continue to thrive due to them addressing genuine social need through innovation and provision of essential services. These are the areas we are looking to add to into any market pullback.

Politicians are struggling to connect with voters. Technology, globalisation and overseas manufacturing have rendered obsolete many well paid careers that previously were the mainstay of households in the US and across the developed world. Politicians with anti-immigration and anti-globalisation policies have found a readymade base of supporters. 

Innovation, immigration and free trade have however been the mainstays of much economic growth in the last few decades. Policies that go against this are unlikely to be helpful for economic activity, the prospects for which are increasingly uncertain.

Despite this industries such as technology, healthcare and infrastructure will continue to thrive due to them addressing genuine social need through innovation and provision of essential services. These are the areas we are looking to add to into any market pullback.

The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author’s own and do not constitute investment advice.