Trump's antitrust policies could trigger M&A boom, says CIO

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Updated Mon, Dec 2, 2024, 1:52 PM

STORY: Hatfield says "the biggest trend in the market that's somewhat under-appreciated related to the so-called Trump trade is the change in antitrust policy."

"We're emphasizing investment banks, large-cap, Goldman Sachs, Morgan Stanley; smaller-cap, Jefferies," he added. "We think those companies, even though they've done really well this year, are extremely likely to benefit from this M&A boom, particularly in the second quarter of next year."