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ETF positioning post Trump victory


WisdomTree Europe’s director of research,Viktor Nossek, comments that disregarding how opinions lay on Team Clinton or Team Trump, now is the time to position portfolios. 

Nossek writes: “While there’s now certainty in terms of who the next US president will be, the near future is certainly uncertain. We have yet to see how exactly Trump plans to handle key issues like immigration, foreign trade and US defense.
“In the short run, tactical opportunities are aplenty. The message to investors is to be prepared: volatility will continue in the short term, so hedge your broad exposure in equities and think about retreating back to safe havens – like gold. The highly anticipated rate hike might be put on ice so US Treasuries may become more attractive. Over the longer-term, we should see US equities gaining appeal.
“And in the long run, as Trump is likely to look inwards toward the US economy, this should result in stronger domestic growth. Investors may consider a US small cap equity strategy and a US quality dividend strategy.”

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