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US President Donald Trump

USA Inc: A superpower stumbles

Post the tariff turmoil, investors are reconsidering their exposure to the US market. In this episode of No Ordinary Wednesday, Annelise Peers, Chief Investment Officer at Investec Switzerland, and Richard Cardo, Portfolio Manager and Head of Single Manager Investments at Investec, who oversees the Investec Global Leaders Fund, delve into the macroeconomic and market dynamics reshaping global asset allocation.

 

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Podcast key moments:

00:00 – Introduction

01:14 – What is Donald Trump trying to achieve with his policies?

02:29 – How have geopolitical shifts in 2024 due to changes in government across the world shaped the investment landscape?

03:45 – Is the US at risk of losing its status as the premier investment destination worldwide?

05:55 - Where are investors looking for opportunities outside the US?

08:29 – Why are you bullish on Europe?

12:19 – What sectors are investors looking at?

15:27 – What do investors still have in their portfolios?

17:25 - What are the current trends with various asset classes?

19:02 - What have been the consequences of the bond market sell-off?

21:13 – What to expect from the dollar in the medium-term

22:20 - How do you see the investment paradigm shaping up in the medium term?

24:04 – Global growth outlook

  • Disclaimer

    Although information has been obtained from sources believed to be reliable,  Investec Wealth & Investment International (Pty) Ltd or its affiliates and/or subsidiaries (collectively “W&I”) does not warrant its completeness or accuracy. Opinions and estimates represent W&I’s view at the time of going to print and are subject to change without notice. Investments in general and, derivatives, in particular, involve numerous risks, including, among others, market risk, counterparty default risk and liquidity risk. The information contained herein is for information purposes only and readers should not rely on such information as advice in relation to a specific issue without taking financial, banking, investment or other professional advice.  W&I and/or its employees may hold a position in any securities or financial instruments mentioned herein. The information contained in this document does not constitute an offer or solicitation of investment, financial or banking services by W&I . W&I accepts no liability for any loss or damage of whatsoever nature including, but not limited to, loss of profits, goodwill or any type of financial or other pecuniary or direct or special indirect or consequential loss howsoever arising whether in negligence or for breach of contract or other duty as a result of use of the or reliance on the information contained in this document, whether authorised or not.  W&I does not make representation that the information provided is appropriate for use in all jurisdictions or by all investors or other potential clients who are therefore responsible for compliance with their applicable local laws and regulations. This document may not be reproduced in whole or in part or copies circulated without the prior written consent of W&I.

    Investec Wealth & Investment International (Pty) Ltd, registration number 1972/008905/07. A member of the JSE Equity, Equity Derivatives, Currency Derivatives, Bond Derivatives and Interest Rate Derivatives Markets. An authorised financial services provider, license number 15886. A registered credit provider, registration number NCRCP262.

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