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Trump's Election: A Fund Manager's Perspective
A fund manager explains why he believes Trump's presidency will be profitable for investors, focusing on investment strategies targeting smaller US companies and mid-sized Chinese firms.
German
Germany
PoliticsEconomyUs PoliticsGermany InvestmentMarketsStrategy
ApanoRussell-2000 IndexS&P 500
Donald TrumpKamala HarrisJ. D. VanceMarkus Sievers
- What was Markus Sievers' reaction to the election results?
- Markus Sievers, a fund manager, was not surprised by Trump's win, viewing it as a continuation of the "Trump Trade" already influencing financial markets.
- What is Sievers' personal "Trump Trade" investment strategy?
- Sievers' investment strategy focuses on smaller US companies (Russell-2000 Index) and technology firms, believing they will benefit most from Trump's economic policies, but also notes the potential of mid-sized Chinese firms.
- How has apano positioned its investments in light of the US election?
- Sievers' firm, apano, is primarily invested in the US (60%), anticipating economic benefits from Trump's policies like tax cuts and deregulation, particularly for smaller US companies.
- What is Sievers' opinion on the personal characteristics of Donald Trump?
- Sievers is unconcerned by Trump's personal characteristics, focusing instead on his economic plans, which he views as positive for the US economy.
- How does Sievers compare the potential economic impacts of a Trump and a Harris presidency?
- While acknowledging some risks, Sievers believes that a Trump presidency is more favorable to his investment strategy than a Harris presidency would have been, predicting that Trump will act in ways to keep the stock market up.