Nov 06 2024 19 mins 2
A special bonus episode looking at post-election analysis. We unpack the implications of the projected Trump win and the potential for a Republican clean sweep of the House and Senate. Justin Streeter, manager on the Comgest Growth America fund, joins us to discuss potential shifts in tax policies, corporate regulations, and market volatility. We explore which sectors might benefit from this political climate, the potential inflationary effects, the future of the tech giants, and how consumer confidence and spending trends may shape the economy moving forward.
What’s covered in this episode:
- What does a “red sweep” mean for equity markets?
- Will a Trump presidency lead to further inflation?
- Potential corporate tax policy changes
- Expecting uncertainty from a further Trump presidency
- Decreased consumer spending in an election year
- The implications for the Magnificent Seven
- Trump’s conflict of interest with Elon Musk
- Will large companies see leniency?
- The wider impact for global equities
- The long-term themes still at play in US, regardless of the election
More about the fund: Comgest Growth America is an unconstrained, highly concentrated portfolio of between 25-35 companies. This quality growth strategy endeavours to find the highest-quality companies that meet their stringent ESG criteria across the US. This fund benefits from a very clear process and experienced management team that have helped guide the fund to outstanding performance throughout their tenures.
Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
