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Podcast: What does Trump’s election win mean for investors?
Our experts discuss the global market and macroeconomic outlook following the US presidential election.
Donald Trump has made a historic comeback, winning a second term as US president. We assess the key implications for investors in a special podcast recorded hours after the result was announced.
During the call, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Jason Shoup, CIO and Co-Head of Global Fixed Income at LGIM America, and Tim Drayson, Head of Economics at LGIM. They also cover:
- The immediate market reaction to the election result – and whether we think this is sustainable, including the longer outlook for Treasuries and the US yield curve
- What we will be watching over the coming months, not least key roles filled within the incoming administration for clues as to policy implementation
- The interplay between tariffs, growth and inflation – and potential impact on monetary policy worldwide
- How Trump’s victory might affect the geopolitical makeup of an increasingly multi-polar world
- Key themes in the US presidential race that resonate with other elections worldwide, such as immigration and the cost of living
The podcast is the edited audio from a client webinar held on 6 November, moderated by Mark Johnson, Head of UK, Institutional and Wholesale.
You can listen on: Apple Podcasts, Audioboom and Spotify.
For professional investors only. Capital at risk.
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