Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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Summary: A replay of our webinar discussing the implications for the US and global economy and markets as we look ahead to Trump 2.0.
The US election is over and we have a Trump 2.0 scenario as the Republicans will also have control of both houses of Congress. This webinar breaks down the likely implications for US and global markets from this earthquake of an election. What sectors might benefit and why? Will the outlook for economic growth be as positive as hoped? What are the implications of Trump tariffs? All this and more covered in this great conversation with special guest Blu Putnam, former Chief Economist with CME group.
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Commodity Strategy
Quarterly Outlook
Global Head of Macro Strategy
Quarterly Outlook
Global Head of Investment Strategy
Quarterly Outlook
Global Head of Macro Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Commodity Strategy
Quarterly Outlook
Global Head of Macro Strategy
Quarterly Outlook
Head of Fixed Income Strategy
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