Multi-Asset Positioning In A Trump 2.0 Policy Regime
Source: SeekingAlpha
2025-02-27 03:50:00 ET
Summary
- The Trump administration is into its first 100 days, with substantial policy shifts either underway or expected.
- While we believe that the US economic backdrop remains solid, we recognize that the new government brings with it continued uncertainty around the scale and timing of policy changes.
- Select emerging markets show promise, but a stronger US dollar, China-related uncertainty, and rising US protectionism cloud their outlook somewhat.
- In our view, US equities offer the strongest relative growth potential. But investors need to be selective given rich valuations and high levels of market concentration.
By Karen Watkin, CFA | Fahd Malik | Edward Williams
With major US policy change unfolding, flexibility across and within asset classes will be critical. ...
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Multi-Asset Positioning In A Trump 2.0 Policy Regime
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