How should investors position themselves after the Trump victory?

In the run up to the US election, many investment professionals warned that a Trump win could have a ‘damaging’ impact on a number of areas of the market due to currency fluctuations and uncertainty surrounding his policies. One area of the market which has rallied is gold, however, not everyone believes this is the best asset class to invest in at the moment. Tom Carroll, director at Sanlam FOUR highlights in Trustnet that this is because of an unwillingness to buy risk assets and the rise in gold was simply a knee-jerk reaction.

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