Investors Brace for Volatility Amid Geopolitical Concerns and Trump's Trade Policies

January 14, 2025
Investors Brace for Volatility Amid Geopolitical Concerns and Trump's Trade Policies
  • At the Asian Financial Forum in Hong Kong, Manraj Sekhon, Chief Investment Officer of Templeton Global Investments, expressed concerns about bifurcated growth and risk patterns.

  • Investors are particularly worried about geopolitical and political shifts, especially with the incoming Trump administration's policies on trade, tariffs, and immigration.

  • Confidence in global growth prospects remains low among top executives, especially as Donald Trump prepares to take office on January 20, 2025.

  • Chief investment officers from major asset management firms are exercising caution regarding the macroeconomic outlook in light of last year's market gains.

  • Despite these concerns, the S&P 500 Index experienced a notable rise of 23% in 2024, while China's CSI 300 Index and Hong Kong's Hang Seng Index also saw increases of 15% and 18%, respectively.

  • Templeton Global, a significant player in the investment landscape, manages approximately US$1.6 trillion in assets.

  • Looking ahead, Sekhon predicts 'extended volatility' across various asset classes in 2025, suggesting that there will be significant winners and losers in the market.

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