Investors who want a view on the direction of a Trump administration might look at individual stocks that are set to benefit, as outlined here on Saturday. However, there is an easier way — through an investment trust with a higher than usual weighting to US stocks.
One such is Martin Currie Global Portfolio Trust, managed since its launch in 1999 by Tom Walker. This has almost 60 per cent in US stocks. It is one of those trusts that tries to keep its net asset value closely aligned with the share price, by buying back or issuing shares as necessary. This should provide sufficient liquidity for investors to buy in or exit.
This is what might be called an old-fashioned stock picker, investing