It's two weeks since Donald Trump's historic election win and his re-election has had a significant impact on global investment markets. As such, there have been clear winners and losers as investors rush into assets that are perceived to have the best chance of performing well during Trump's second term in office, the so-called "Trump trade 2.0". A good example is the US dollar which has rallied more than 3% against other major currencies (based upon the US dollar index).
But the reality is that Trump's unpredictable nature makes it difficult to be certain what assets will outperform in the coming months, or what might lag. That does make taking advantage of the Trump trade 2.0 difficult. However, back in 2016, also exactly 2 weeks after Trump's election win, I published an investment research piece titled "Will the Trump trade fade?".
In it I looked at how markets initially reacted to Trump’s election win in 2016 (and the original Trump trade) as well as the outlook for markets.
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