Investing in the Trump era

Steve Johnson from Forager Funds and Peter Hall from Hunter Hall Global Value (ASX:HHV) share their views on the prospect of investing in the Trump era. The discussion touches on the immediate implications for investors, how this political event could impact the outlook for interest rates and US stock valuations. The session also draws on the very recent Brexit vote which provides some interesting insights that could inform investors on how things in the US play out from here. The video was filmed on short notice as results of the 2016 Presidential Election became apparent. We hope you find the discussion informative and insightful.