Wed, Feb 19, 2020
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

How Trump's presidency might affect your investments

Thursday, February 02, 2017

Matthias Knab, Opalesque:

Schroders writes on Harvest Exchange:

While Donald Trump's presidency is not the only factor that could affect investments in 2017, it is potentially a major one.

Trump's plans to boost employment, rebuild infrastructure and bring businesses back to the US could have massive repercussions, both positive and negative, for global trade and growth.

His policies have already had an effect. Inflation expectations and stockmarkets have risen while bond prices have fallen.

But there are risks. What if Trump cannot pass his policies through Congress? And even he if does is there any guarantee that they will have the growth-boosting effect many are now predicting?

There remains the issue of debt too, with both government and consumer borrowing still historically high in many Western nations. This may slow the pace at which rates may rise and inhibit economic growth.

Below, we look at the potential implications of a Trump presidency on financial markets and provide an outlook for stocks, bonds and currencies in 2017.


How has Trump affected the bond market?

Trump's election has had a substantial impact already. Inflation expectations have risen in anticipation of Trump's employment and spending policies, driving bond yields higher and prices lower (the tw......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Evolution of shrinking hedge fund fees - what do investors and managers need to know?[more]

    By Don Steinbrugge, Founder and CEO, Agecroft Partners ( Hedge funds fees remain under extreme pressure across the industry. This strong trend is driven by declining return expectations from investors, inc

  2. PE/VC: Venture debt: Is it a loan? Is it equity? Is it an pportunity?, PE, VC investments in India hit all-time high in 2019[more]

    Venture debt: Is it a loan? Is it equity? Is it an pportunity? From Forbes: Venture Capital is usually the default option for fast-growth startups looking for a cash injection, thanks to our willingness to take risks in return for equity, and with no need to pay anything back - at least

  3. PE/VC: No handshakes, no deals: Silicon Valley VCs hit pause on China, US private equity funds swoop on UK for cheap deals[more]

    No handshakes, no deals: Silicon Valley VCs hit pause on China From Nikkei: Venture capital companies in Silicon Valley are not taking any chances when it comes to the coronavirus outbreak. "Due to the Coronavirus, No Handshakes Please. Thank You," reads a sign on the office doors of An

  4. COVID-19: Investors track ships, chase rumours to get edge on COVID-19 risks, Coronavirus risk puts the bull run on pause, China was wise to let markets stumble[more]

    Investors track ships, chase rumours to get edge on COVID-19 risks From Reuters: As investors crunch numbers to determine how the coronavirus will hit China's economy, hedge fund manager Nathaniel Polachek has tied much of his outlook to the fate of a ship anchored near Weihai, China.

  5. Global pensions loading up on alternative investments says study[more]

    Laxman Pai, Opalesque Asia: Global pension funds remain committed to increasing their exposure to private equity, real estate, and other alternatives, says a study. A new report from Willis Towers Watson's Thinking Ahead Institute revealed that the shift to alternative assets continues apace