Outerblue Convictions – Global Investment Views – Analysing the bright spots in a Trump 2.0 world

In the past few weeks, economists have been busy writing their predications for what might lie ahead of us in the next 12 months. This year, the task was made harder by the US elections, the strong chance of a shift in policy, and the potential spill over to other regions.

Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, discuss what has been happening in the markets as they ride the “Trump wave”, and whether we can expect this to continue. What will be the consequences for Europe and China if a new round of tariffs are implemented, and are we going to see a return to the currencies wars of 2010?

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