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342: What does Trump’s election win mean for investors?
Following Donald Trump’s historic comeback, 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
The interplay between tariffs, growth and inflation – and potential…
The skinny
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