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Oliver's Insights - Trumponomics and investment markets

Shane Oliver, Head of Investment Strategy and Chief Economist.

The attached note looks at the risks for investors from President Trump's approach and policies. The key points are as follows:

  • So far President Trump has been positive for share markets but this year the focus is increasingly shifting to populist policies with greater risk for investors.
  • The key risks to keep an eye on in this regard relate to trade conflict and the expanding US budget deficit, although the latter is more a risk for when the US economy next turns down.
  • However, the best approach for investors in relation to Trump is to turn down the noise given the often contradictory and confusing news flow he generates.
 

 

 




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