The usual stock market mantra is that you sell on the rumour and buy on the fact. With a significant rally ensuing after Donald Trump’s surprise election win, is it the same here? Should you sell now that the new President has been inaugurated and the risks of a Trump presidency are more real? Paul Moore, CIO and founder of PM Capital, discusses why the investment tide has likely changed, why the expectations of US productivity gains over time have been what has powered the market, and why selecting stocks for the long term and then ignoring the noise can be the best thing you can do (VIEW LINK)
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