Supertrend: The changing world order

Speaker: Vance Serchuk, Executive Director of the KKR Global InstituteModerated by: Mansoor Mohi-uddin, Chief Economist, Bank of SingaporeTrump 2.0 will have a huge impact on the US and the rest of the world over the next four years. Fresh tax cuts and less regulation may boost growth and spur US equities. But steep tariffs, tighter immigration and larger budget deficits are likely to raise inflation, stop the Federal Reserve cutting interest rates and cause the US dollar, Treasury yields and gold to surge. Stricter trade policies, less US commitments to overseas security and a stronger greenback will also challenge large exporting nations and emerging economies. At the same time, significant geopolitical shifts are driving governments to increase spending on defence, healthcare and energy, while also reshaping supply chains. What will investing look like in this new era of unpredictable US policies, geopolitical competition and heightened inflation risks? Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.