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Trump's policies: Market reactions & asset class impacts

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Manage episode 462600186 series 3625459
Content provided by Zenith Investment Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zenith Investment Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode, special guest Scott Berg from T. Rowe Price discusses the potential implications of Donald Trump’s policy proposals on global markets. They explore how Trump's main policies have led to positive responses from risk assets, why not all policies have been market-friendly (e.g. tariffs), and how different asset classes have reacted. Scott also examines the market's complacency regarding rising bond yields and shares insights on strategic portfolio positioning in this environment.

  continue reading

16 episodes

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iconShare
 
Manage episode 462600186 series 3625459
Content provided by Zenith Investment Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zenith Investment Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this episode, special guest Scott Berg from T. Rowe Price discusses the potential implications of Donald Trump’s policy proposals on global markets. They explore how Trump's main policies have led to positive responses from risk assets, why not all policies have been market-friendly (e.g. tariffs), and how different asset classes have reacted. Scott also examines the market's complacency regarding rising bond yields and shares insights on strategic portfolio positioning in this environment.

  continue reading

16 episodes

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