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Weekly Investment View

NBAD’s weekly view on topical investment issues, written by our Global Asset Management team.

Yes, this US Presidency will really be different

Weekly Investment View - 22 January 2017

This week’s report concentrates on what the arrival of the Trump Administration might mean for markets, and why various criticisms levelled against him and his team are in our view likely to be incorrect. We believe the ‘wall of worry’ will be successfully climbed. Lastly, we discuss Theresa May at Davos, the ECB holding interest rates, and Chinese economic growth.

Claude-Henri Chavanon, NBAD’s Head of Global Asset Management

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