Equity Mates Investing Podcast
Expert: Kerry Craig - Trump's impact on the stock market according to JPMorgan Asset Management
Nov 28, 2024
Kerry Craig, Executive Director & Global Market Strategist at J.P. Morgan Asset Management, shares insights on market dynamics influenced by Trump's policies. He discusses the expected impacts on inflation and interest rates in both the US and Australia. Craig highlights potential high-performing stock markets over the next 15 years and the role of AI in shaping the economy. He advises retail investors on strategies for navigating inflationary times, emphasizing diversification and emerging global trends.
39:56
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The Trump administration's policies are expected to lead to US growth while potentially slowing down global markets, emphasizing the importance of central bank responses.
- Long-term forecasts show a positive economic outlook driven by capital investment, but investors must navigate inflationary pressures and diversify their portfolios accordingly.
Deep dives
Impact of US Policies on Global Markets
The policies of the Trump administration are expected to create a more growth-oriented environment in the US, while potentially leading to a slowdown in global growth. The sequencing of new policies is crucial, as early changes such as tariffs and trade policy will have immediate market effects. Although growth is anticipated in the US due to these policies, there's concern about how they will negatively influence international markets, particularly Europe and emerging economies. Investors need to pay attention to central bank responses, as these policies could prompt more easing in regions outside the US while affecting interest rates and bond yields.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
