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Oliver's Insights - Is Donald Trump's honeymoon with investors over

Shane Oliver, Head of Investment Strategy and Chief Economist.

The attached note takes a look at the early days of Donald Trump's Presidency and high level implications for investment markets.

The key points are as follows:

  • Donald Trump's presidency comes with greater than normal risks. But his policy announcements should improve in quality over time and pragmatic pro-growth policies are likely to ultimately dominate populist policies.

 

  • However, the Trump honeymoon with investors is likely over with a short term period of correction/volatility likely to continue in shares, bond yields and the $US.

 

  • But despite this, we see shares trending higher over the next 6-12 months.
 

 

 




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