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 impact on monetary policy worldwide
- How Trump’s victory might affect the geopolitical makeup of an increasingly multi-polar world
The podcast is the edited audio from a client webinar held on 6 November, moderated by Mark Johnson, Head of UK, Institutional and Wholesale.
For professional investors only. Capital at risk.
