Relative Return Unplugged: The global impacts of a week of Trump
In this episode, hosts Maja Garaca Djurdjevic and Keith Ford take a look at what’s making news in the investment world, from President-elect Donald Trump’s cabinet nominations to Cbus fronting up to a Senate inquiry.
Trump has remained in the news in the week since he cruised to victory in the US presidential election as more major figures in the world of finance weigh in on what his inflationary policies could mean for global economies.
We’ll discuss what Trump’s picks for secretary appointments could signal going forward and likely policy impacts, breaking down Future Fund CEO Raphael Arndt’s take on a Trump presidency, and the surging price of crypto in the wake of a Republican sweep.
Tune in as we also unpack embattled super fund Cbus’ appearance before a Senate committee and the Australian Securities and Investments Commission’s newly launched lawsuit against the trustee.
AUTHOR
Keith Ford
Recommended for you
In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Credit Partners, to discuss the attraction of real estate debt and why it can be a compelling option for portfolio diversification.
In this week’s episode of Relative Return Unplugged, AMP’s chief economist, Shane Oliver, joins us to break down Labor’s budget, focusing on its re-election strategy and cost-of-living support, and cautioning about the long-term impact of structural deficits, increased government spending, and potential risks to productivity growth.
In this episode of Relative Return, host Laura Dew chats with Mark Barnes, head of investment research, and Catherine Yoshimoto, director of product management, from FTSE Russell about markets in Donald Trump's second presidency and how US small caps are faring compared to their large-caps counterpart.
In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving $10 billion annually, as well as the immense pressure being placed on Treasurer Jim Chalmers ahead of the budget and Deloitte’s warning of a $26.1 billion deficit.
