This year is a bit different in the context of a very upbeat outlook on the pending regime change in Washington D.C. Yet we still believe that our long-standing views on the "Santa" influence in the markets remains the same. And the U.S. election certainly provides a plethora of blessings for the equities markets from multiple benefactors this year.
Donald Trump's stunning victory for the White House may mark the long-awaited end to the more than 30-year-old bull run in bonds, as bets on faster U.S. growth and inflation lead investors to favor stocks over bonds.
Donald Trump's surprise victory in the U.S. presidential race is pushing mutual fund managers out of dividend stocks and into the shares of financial, industrial and materials companies that stand to benefit from rising inflation.