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The Asset Allocator Podcast
Is the US fiscal deficit about to balloon - and does it even matter?
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The result of the recent US presidential election has given many of us plenty to ponder.
This week Dave Baxter, Joseph Wilkins and David Thorpe get together to discuss what the incoming Trump administration might mean for the heft US fiscal deficit and whether that matters from an investment perspective.
They also discuss the role of US equities in income portfolios and where to get tech exposure outside the US.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.
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Why earnings growth justifies US tech stock outperformance
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