Rob Hinchliffe

US president-elect Donald Trump has been clear about his policy priorities, which include a mix of widespread tariffs on imports to the US and more severe tariffs on Chinese imports (with the possibility that tariff threats could be used as a bargaining tool), along with mass deportations of immigrants believed to be in the US illegally

2025 equity outlook: Policy clarity brings fundamentals to the fore

Resolution of the US election in particular has mitigated a key source of uncertainty that caused many companies to put capital expenditures...