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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.

Bonds

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......................

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