What Trump Changes for Investors – and How We Can Support AI: Blue Whale Manager on the INVESTING SHOW
- Stephen Yiu on investing in opportunities and supporting AI in a specific way
Donald Trump’s term as president-elect has started with the kind of bang you’d expect.
The US stock market has rallied, bitcoin and crypto have soared and investors have rushed to buy tech stocks, with the Trump-Musk bromance fueling a 20 percent surge in Tesla shares since Election Day.
But what happens after the sugar rush is over and why does a change in US president matter to a stock-selective fund manager who wants to pick just 25 of the best companies in the world?
Stephen Yiu, manager of the Blue Whale Growth Fund, joins This is Money’s Simon Lambert on this episode of the Investing Show to discuss how he’s shifting his investment outlook based on President Trump and why it’s important to get the balance right found when you do this.
Stephen reveals where he sees Trump as a tailwind – and where the new president could be a headwind – and what that means for some of the big global stocks in his portfolio, from Nvidia to Meta.
The Blue Whale manager also discussed where he sees opportunities now and why he chooses to support AI in a very specific way.
DIY INVESTMENT PLATFORMS
A. J. Bell
A. J. Bell
Easy investing and ready-made portfolios
Hargreaves Lansdown
Hargreaves Lansdown
Free fund trading and investment ideas
interactive investor
interactive investor
Invest for a fixed amount from € 4.99 per month
Sax
Sax
Receive €200 back in trading fees
Trade 212
Trade 212
Free trading and no account fees
Affiliate links: If you purchase a product, This is Money may earn a commission. These deals have been chosen by our editors because we believe they are worth highlighting. This does not affect our editorial independence.