Markets initially reacted positively to Trump’s election victory, reflecting expectations of tax cuts, deregulation, and a pro-growth agenda, according to the latest podcast for FT Adviser Talking Point.
Markets initially reacted positively to Trump’s election victory, reflecting expectations of tax cuts, deregulation, and a pro-growth agenda, according to the latest podcast for FT Adviser Talking Point.
Sectors such as financials, industrials, and small caps saw gains, while bonds and commodities experienced volatility.
However, geopolitical risks and uncertainty around Trump’s policy execution could lead to significant market swings.
In this podcast Ima Jackson-Obot, deputy features editor at FT Adviser, is joined by Kevin Boscher, chief investment officer at Ravenscroft, and Blair Couper, investment director at Abrdn, to analyse market reactions and the potential impacts of Trump’s economic agenda.
To understand more about the outlook for US equities and portfolio diversification, please listen to the podcast above.
ima.jacksonobot@ft.com
