OMGI's Heslop on the potential impact of President-Elect Trump

Key is understanding the effect of macroeconomics on the market

clock • 2 min read

Whether the presidency of Donald Trump will be bullish or bearish for equities is a difficult question, not least because of a current lack of clarity regarding his policies.

What we can surmise as his likely policies are strongly expansionary, indeed inflationary, given the corporate and personal tax cuts mooted, together with the ramping up in infrastructure spending. President-Elect Donald Trump's plans to encourage repatriation of corporate profits held offshore should also help onshore US growth. Contrarian Investor: The key takeaways from Trump's win But these pro-growth measures will also likely impact the US Federal Reserve's (Fed) policy, potentially leading to higher interest rates. The trade-off between the two - more growth, but higher inter...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

Donald Trump lashes out at Fed chair Jerome Powell claiming there is 'virtually no inflation'
US

Donald Trump lashes out at Fed chair Jerome Powell claiming there is 'virtually no inflation'

Criticises Powell rate cut policies

Eve Maddock-Jones
clock 22 April 2025 • 3 min read
US-tariff landscape shifts with increased levy on China as officials warn Trump of 'havoc' wrecking policies
US

US-tariff landscape shifts with increased levy on China as officials warn Trump of 'havoc' wrecking policies

California suing Trump over tariffs

Eve Maddock-Jones
clock 17 April 2025 • 3 min read
BCA Research's Matt Gertken: Trump turns to Iran
US

BCA Research's Matt Gertken: Trump turns to Iran

'Major crisis is likely this year'

Matt Gertken
clock 15 April 2025 • 4 min read
Trustpilot