Henrietta Walker, Head of Investment Specialists, along with Co-CIOs Richard Larner and Michael Toolan, provide their expert insights on the latest market developments in our November strategy update video.
In this month’s update, they discuss the significant impact of the recent US election on the markets, highlighting a decisive result that has been well-received by equity markets. They delve into the performance of various sectors, with a particular focus on the energy and financial sectors, and explore the broader implications of fiscal policies, deregulation, and tariffs under the new administration.