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Podcast - November 2024 - US-Wahl: Wird die Rhetorik Realität?

Donald Trump und die Republikanische Partei haben bei den US-Wahlen einen klaren Sieg errungen. Bereits in den Wochen vor der Wahl hatte der ‚Trump-Trade’ an den Finanzmärkten an Fahrt gewonnen und den Dollar und die Staatsanleiherenditen in die Höhe getrieben.

Wir wollen uns heute eingehender mit dem Ausblick befassen, der sich aus einer zweiten Trump-Präsidentschaft ergibt. Wir werden insbesondere auf die Wahrscheinlichkeit eingehen, dass die Rhetorik Realität wird, sowie auf die Auswirkungen auf die Finanzmärkte.

Präsentiert von unserem Investmentteamgremium: Aymeric Forest CFA, Head of Investment Strategy und Seamus Lyons CFA, Senior Investment Manager. Gehostet von Lorna Denny, Investment Specialist.

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