The lady and the Trump: How should investors be positioned?

May be time to take profits

There is a strong argument to be made in investment for focusing on fundamentals and looking through short-term political noise, writes LGIM's Justin Onuekwusi.

However, in an environment where policymakers continue to dictate asset prices, managing volatility in portfolios has become more important, meaning short-term risks can sometimes take precedent.  One such risk currently generating prominent headlines is the 2016 US Presidential Election. Unlike in previous years, the outcome of this election could prove to be a significant market event.  US elections 2016 live blog: Six key issues investors cannot ignore However, positioning portfolios to protect against potential volatility is extremely difficult. While Hillary Clinton has a voti...