This report provides a brief overview of initial market reaction to the Trump election victory, and Donald Trump’s official policy statements per his campaign organization.
This briefing is very preliminary in nature, and reflects only those official policy statements put forth by the Trump campaign. During the campaign a wide range of objectives, perspectives and assertions were offered by candidate Trump, some of which were not aligned with these official policy statements.
Fairmont will revisit the topic in late Q1 2017 and offer a more thorough assessment of the impacts of the new administration on companies and investors in the aerospace, defense and government services sectors, hopefully with the benefit of more detailed plans from the President-elect and his incoming administration.
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