New World Order – Uncertainty and Opportunity

A great deal has already been written about Donald Trump’s US Presidential election victory and there seems little value in our adding to the din of exclamation, analysis and post-event rationalisation. Instead, in this note, we attempt to peer beneath the headlines to the causes and consequences of Trump’s and, here in the UK, Vote Leave’s surprise victories, with a particular focus on what they might mean for policy, the economic outlook and investors.

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