The election of Donald Trump as US President may mark a significant structural change in the post-crisis environment and a key turning point in markets.
If he is going to stand a chance of re-election in four years' time, Trump (pictured) needs to make good on his promises to increase jobs and wages. Therefore, expect him to implement significant fiscal measures as set out in his campaign. Policy evolution will also be a key theme for 2017, and Trump has added a new dimension to the existing efforts from the Bank of Japan and ECB to improve policy effectiveness. These factors create a promising backdrop for improving growth and inflation. Yet investors do not seem to fully believe the change that is taking place. Fund manager surveys ...
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