Speaker: Vance Serchuk, Executive Director of the KKR Global Institute
Moderated by: Mansoor Mohi-uddin, Chief Economist, Bank of Singapore
Trump 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?
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