Markets are pricing in the impact of Trump’s tariff war on US growth. This implies US equity underperformance, while countries like China, India, and Japan implement expansionary policies to offset tariffs.
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.
