Dear %%first_name%%,
What just happened? It was expected the stock market would fall on a Trump victory, but it rose! Is that what we can expect for the economy and the market over the next few years? In today’s note I discuss the optimistic new take on Trump, and what worries me.
Also in the Switzer Super Report, the Big Four banks have now reported full-year results, so Paul Rickard ranks them from one to four. Find out which bank came out on top. Plus, James Dunn explores the stocks that might benefit from Trump’s policies. And Barrie Dunstan explains why investors will need patience over the next few years of Trump’s presidency.
In Buy, Sell, Hold – what the brokers say, both Woolworths and Westfield were upgraded. And don’t miss our new broker recommendations page, where we have compiled the strongest recommendations from top brokers in the country. And our Stock Selectors see value in ASX and Sydney Airport this week but not Newcrest Mining.
This month, Switzer Super Report contributor and Chief Investment Officer of Contango Asset Management, George Boubouras, is leading his team on a free investor roadshow in Sydney, Melbourne, Brisbane, Adelaide and Perth. Click here to register and pick George’s brain on where his funds are investing in this post-election market.
Sincerely,
Peter Switzer