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Analysen 14.02.2017

Spotlight: Navigating a Trump Presidency

Spotlight: Navigating a Trump Presidency

President Donald Trump has moved quickly to enact his policy agenda outlined during his 2016 Presidential campaign.


Though medium-term risks exist, the UBP ‘Start-Stop’ framework highlights the priority President Trump’s appears to place on pursuing tax reform and a repeal of the Affordable Care Act to solidify his perceived legitimacy via the 2018 Congressional Elections. These priorities enhance the existing strong global growth momentum which should be the near-term focus for investors. Equities remain best positioned to capitalize on these trends as fixed income markets no longer compensate investors well for interest rate or credit risk. Gold and risk premia strategies remain our preferred vehicles to hedge against medium-term policy uncertainty.

Discover our expertise on emerging equities

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Michaël Lok
Group CIO and Co-CEO Asset Management

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Norman Villamin
CIO Private Banking

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Patrice Gautry
Chief Economist

Asset class

Japanese equities

Why the current outlook makes a compelling case for Japanese equities

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