Investors Brace for Volatility Amid Geopolitical Concerns and Trump's Trade Policies
January 14, 2025
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.
Summary based on 1 source
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South China Morning Post • Jan 14, 2025
Top CIOs cautious on global growth amid Trump and China policy uncertainties