Another record-breaking week for the UK 100 index has seen it reach a fresh all-time intraday high of 7445. Of course, the burning question on the lips of investors and traders alike is ‘how much further can it go?’ What if, however, it was only just getting started?

After the Federal Reserve, as expected, raised rates, and the Bank of England held steady this week, albeit with some hawkish dissent, the central banks have played their hands and now attention turns to the US president. Mr. Trump now has a clear schedule of almost 6 weeks with no monetary policy interference to potentially flood the market with his long-awaited fiscal policy plans.

Since Trump was elected, more than 20% of UK 100 constituents have rallied over 20% while more than 40% have seen gains in excess of 10%. With a whole host of deregulation on the horizon, which stocks are going to benefit?

Almost two thirds of the UK 100 have revenue streams in USD. If Trump cuts red tape across a plethora of industries, this could have broad based benefit to the bottom line of UK-listed blue chips.

Banking, a mainstay in most portfolios, assisted by the aforementioned Fed rate hike could be set to see further gains should Trump cut reserve requirements, freeing up capital for more profitable activity. US exposed Barclays (BARC) has seen its value increase by 100% since Brexit lows but is still some 26% away from 2015 highs of 290p.

Reports that Trump is seeking to increase spending on defence by an unprecedented $70billion has seen high flying BAE Systems (BA.) hit record levels. Should this funding be confirmed in the coffers of the world’s biggest economy, could we see it continue to break records? Also worth noting, sector peer Babcock International (BAB) would still have another 25% to run should it get back to where it was just 18 months ago.

Infrastructure is another area that Trump has proposed to ramp up expenditure and we have seen the likes of Ashtead (AHT) rise 37% since he was elected back in November, could a confirmed budget see them punch even higher? Fellow construction services firm CRH (CRH) is still some 20% off record levels.

Whichever sector you’re interested in, the most important thing is being in the know when it matters. Accendo Markets clients receive bespoke updates pertaining to their specific interests. These spending plans could be implemented any day now, how valuable could a timely heads up be to you?

We offer a 2-week free trial, with no obligation, of our Research and Trade Alerts. You also set your sector preferences through our mobile app. Most people can’t spend all day in front of the computer screen, that’s what we’re here for! Let us keep you updated on what you’re interested in, you may stumble across an opportunity rather than missing the boat.

Adam Vettese, Trader, 17 March