US Small Cap stocks have underperformed since February as doubts about the Trump agenda have grown. However, smaller firms will benefit most from US tax reforms as there tax rates are higher than average. Also, small caps are more domestically oriented, and will benefit from the stronger US dollar I expect during the next six [...]
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Investment Strategy: Next 6 Months are Key for Trump Presidency
3 September 2017 Welcome to the launch of what will be a regular strategy review. Macro-themes have dominated market moves, especially following the Brexit referendum and the US and French elections. With the Trump Presidency entering a potentially decisive six months, I believe this will remain true during the year ahead. I am a believer [...]