What Trump changes for investors – and how to back AI: Blue Whale manager on the INVESTING SHOW

Donald Trump’s stint as President-elect has started with the kind of bang that 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 fuelling a 20 per cent surge in Tesla shares since election day.

But what happens after the sugar rush is over and why does a change of US President matter for a stock-picking fund manager who aims to choose just 25 of the best companies in the world?

Stephen Yiu, manager of the Blue Whale Growth fund, joins Simon Lambert, of This is Money, on this episode of the Investing Show to discuss how he is shifting his investment outlook based on President Trump and why it is important to strike the right balance when doing so.

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 name global stocks in his portfolio, from Nvidia to Meta.

The Blue Whale manager also discussed where he sees opportunities now and why he is choosing to back AI in a very specific way.