How will the tax cuts impact the corporate sector? How much is priced in already and will the new fiscal stimulus provide a boost to US growth?
Ritu also reviews the market trends in January - as global macro data improved and the earnings recovery continued, cyclicals led performance whilst defensives lagged
Stocks sold-off in the last few trading days of January on concerns of rising inflation and bond yields - the correction in risk assets is potentially a pause for breath after the sharp rally over the past year
It’s important to remember that periods of volatility, where valuations become more attractive, can provide opportunities for active, long-term investors
The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested. Where past performance is referenced, please note that this is not a guide to future performance.