What’s top of investors’ minds this week?

US growth risk is rising
Market pricing of US growth risk has begun responding to the Trump Administration’s policy changes. This probably has further to run if Trump implements 25% tariffs on Canada and Mexico in addition to the recent 10% added to tariffs on China (for a total 20% increase this year).

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.