Industry Voice: Trump era signals higher rates, volatility and opportunity

clock • 1 min read

Eaton Vance's Chief Income Investment Officer, Payson F. Swaffield, comments on the way that Trump's incoming presidency will affect financial markets. While the election sparked an equity rally, boosted interest rates and inflation expectations, the real outcomes could be less positive due to volatile rates.

Swaffield explores credit markets, tax changes and fiscal expenditure, and the way in which these changes could affect investment. Opportunities in US municipal bonds are discussed, but so is the need for defensive moves. 

Click here to read the full report. 

More on Industry Voice

Event Voice: Your Questions Answered by Mirabaud Asset Management at the Global Equities Event

Event Voice: Your Questions Answered by Mirabaud Asset Management at the Global Equities Event

Partner Content - Mirabaud Asset Management sponsor of the recent Global Equities event. Paul Middleton gives an overview of the Mirabaud Sustainable Global Dividend Fund and its performance.

Paul Middleton, Global Equities Senior Portfolio Manage, Mirabaud Asset Management
clock 25 September 2024 • 6 min read
Event Voice: Your Questions Answered by AllianceBernstein at the Private Markets Summit

Event Voice: Your Questions Answered by AllianceBernstein at the Private Markets Summit

Matthew Bass, Head of Private Alternatives, AllianceBernstein
clock 24 June 2024 • 5 min read
Event Voice: UK Equities - Your questions answered...

Event Voice: UK Equities - Your questions answered...

Ed Legget, Fund Manager, Artemis Fund Managers
clock 16 January 2024 • 5 min read
Trustpilot