Trump's policies: Market reactions & asset class impacts episode artwork

EPISODE · Jan 23, 2025 · 9 MIN

Trump's policies: Market reactions & asset class impacts

from Let’s Talk Markets · host Zenith Investment Partners

In this episode, special guest Scott Berg from T. Rowe Price discusses the potential implications of Donald Trump’s policy proposals on global markets. They explore how Trump's main policies have led to positive responses from risk assets, why not all policies have been market-friendly (e.g. tariffs), and how different asset classes have reacted. Scott also examines the market's complacency regarding rising bond yields and shares insights on strategic portfolio positioning in this environment.

Episode metadata supplied by the publisher feed · Published Jan 23, 2025

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We analyse Trump’s policy impact on markets, exploring proposals, market responses, and asset class effects with Scott Berg.

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Trump's policies: Market reactions & asset class impacts

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