Trump Bump: Why Markets Are Rallying After the Election

The video discusses market reactions following Donald Trump's election, highlighting the unexpected rise in stocks and the sell-off in bonds. It examines sector performance, noting a shift from traditional bond proxies to sectors like financials and industrials. The Franklin Income Fund's strategy is explored, emphasizing sector diversification and yield opportunities. The video concludes with a discussion on investment dynamics, including cash flow shifts from bonds to equities and the potential impact of fiscal policies.

What were the initial expectations for the stock market following the election of Donald Trump?

How did the bond market react in comparison to the stock market after the election?

What sectors performed well in the changing market environment described?

What factors contributed to the shift in investor behavior post-election?

What implications did the election have on long-term interest rates according to the discussion?