Insights on the market impact of Donald Trump’s re-election as US President

Chip Ridley, CFA, Managing Director & Artisan Growth Team Business Leader at Artisan Partners, shares insights on the market impact of Donald Trump’s re-election as US President.

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Chip explores the effects of a unified Republican US government, highlighting how political clarity has sparked market rallies. He also examines the potential consequences of Trump’s proposed tariffs, America-first trade policies, and the opportunities emerging in smaller-cap stocks. Emphasising a bottom-up approach, Chip explains how focusing on company fundamentals can help investors navigate the complexities of shifting trade dynamics and geopolitical tensions.

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Watch the full video below to uncover key takeaways for investors in this evolving landscape.