Antipodes’ Ross says short-term wealth hinges on US election
The portfolio manager says defensive stocks pose a bigger risk than the magnificent seven for investors that are overexposed to the American sharemarket.
Vihari Ross of Antipodes. Louie Douvis
Vihari Ross is still a little traumatised by Donald Trump’s time in the White House.
Like many Australians, the former head of research at Magellan had headed to Byron Bay for a summer break in December 2017 just as the former US president unveiled a Christmas gift to the nation in the form of tax cuts. “I was in the car trying to update my models and hot-spotting to my phone to upload them,” she recalls.
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