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$100 BILLION FUND: There's more to investing in the US than betting on Trump

'It's also defensive.'

donald trump

US stocks on the whole have been rallying since President Trump got elected.

Two weeks ago, the Dow hit the landmark number of 20,000 and last Friday financials rallied on the back of Trump's executive order to review both the Dodd-Frank and the fidiciary rule.

Analysts on the whole expect Trump's stimulative policies to be good for US equities, as deregulation, fiscal stimulus, corporate tax cuts, and a Republican, pro-business attitude are generally good for the markets.

But, it turns out, having a lot in the US isn't just a huge bet on the new administration.

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That's according to Rebecca Patterson, the chief investment officer of multifamily office Besser Trust, which overseas more than $100 billion in assets.

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