Multi-Asset Positioning In A Trump 2.0 Policy Regime
Source: SeekingAlpha
2025-02-27 03:50:00 ET
Summary
- The Trump administration is into its first 100 days, with substantial policy shifts either underway or expected.
- While we believe that the US economic backdrop remains solid, we recognize that the new government brings with it continued uncertainty around the scale and timing of policy changes.
- Select emerging markets show promise, but a stronger US dollar, China-related uncertainty, and rising US protectionism cloud their outlook somewhat.
- In our view, US equities offer the strongest relative growth potential. But investors need to be selective given rich valuations and high levels of market concentration.
By Karen Watkin, CFA | Fahd Malik | Edward Williams
With major US policy change unfolding, flexibility across and within asset classes will be critical. ...
Read the full article on Seeking Alpha
For further details see:
Multi-Asset Positioning In A Trump 2.0 Policy Regime
Franklin Income Equity Focus ETF
NASDAQ: INCE
INCE Trading
0.04% G/L:
$66.77 Last:
3,255 Volume:
$67.10 Open:
