November was an eventful month for financial markets, with the outcome of the US presidential election prompting significant intra-month volatility and an acceleration of the correction in bond markets.
In our first exclusive interview from Kilkenomics 2016, Stephanie Kelton, former Chief Economist on the US Senate Budget Committee in conversation with David McWilliams on how American economic policy may evolve under President Trump.
It’s been a year of political surprises, but we may not be quite done yet. David McWilliams reports back from Italy in the run-up to a referendum that may set the tone for European politics in 2017 and beyond.
October was a challenging month for the fund, with concerns about the prospect of a Clinton victory in the US presidential elections weighing negatively on sentiment towards health care stocks.