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Monthly Macro

November 2016 - Special edition on US presidential election

 

After such a challenging, difficult year for markets as 2016 it would be nice to think that calmer waters lie ahead for Asian investors as long as the US presidential election is behind us.

 

Donald Trump's surprise win over Hillary Clinton in the US presidential election was not what investors expected. Some thought a Trump victory would trigger a major 'risk-off' event in financial markets. But the initial knee-jerk response has been surprisingly mild.

 

In this special edition of Monthly Macro View, Manulife Asset Management’s Senior Asia Strategist Geoff Lewis shares his latest thoughts. He believes that the prospect of a major fiscal boost from a Trump public investment and tax cut package could outweigh any negative policy uncertainty effects.

Click here to download full article.

 

Please also find the infographics which looks at a few key points Geoff highlighted in this issue.