​Mid-Weekly: Funds Talk Post Election Strategy; RDXUSD, RSX Volumes To Spike

Financials and industrials have been the big winners following Trump’s win and this is likely thanks to expected fiscal, pro-growth policies that could raise interest rates. Over the last week, we’ve talked to a number of managers from a range of funds to try and ascertain how they handled the election and where they felt opportunities could arise going forward. In Europe, Trump’s election has also seen options and futures volumes in RDXUSD and RTS spike, with further flow in Russian underlyings expected to increase in to year-end. The flow is being driven by the expectation that Trump will lift economic sanctions on Russia.