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.
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What this episode covers
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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