342: What Does Trump’s Election Win Mean For Investors? LGIM Talks podcast

Contenu fourni par Audioboom and General Investment Management. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Audioboom and General Investment Management ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

LGIM Talks »
342: What does Trump’s election win mean for investors?

6d ago 28:31

MP3•Maison d'episode

Following Donald Trump’s historic comeback, we assess the key implications for investors in a special podcast recorded hours after the result was announced.
During the call, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income at LGIM America, and Tim Drayson, Head of Economics at LGIM. They also cover:

The immediate market reaction to the election result – and whether we think this is sustainable, including the longer outlook for Treasuries and the US yield curve
The interplay between tariffs, growth and inflation – and potential impact on monetary policy worldwide
How Trump’s victory might affect the geopolitical makeup of an increasingly multi-polar world

The podcast is the edited audio from a client webinar held on 6 November, moderated by Mark Johnson, Head of UK, Institutional and Wholesale.
For professional investors only. Capital at risk.

337 episodes

#Business #Audioboom #General Investment Management #Trading