Industry Voice: Trump era signals higher rates, volatility and opportunity

clock • 1 min read

Eaton Vance's Chief Income Investment Officer, Payson F. Swaffield, comments on the way that Trump's incoming presidency will affect financial markets. While the election sparked an equity rally, boosted interest rates and inflation expectations, the real outcomes could be less positive due to volatile rates.

Swaffield explores credit markets, tax changes and fiscal expenditure, and the way in which these changes could affect investment. Opportunities in US municipal bonds are discussed, but so is the need for defensive moves. 

Click here to read the full report. 

More on Industry Voice

Event Voice: Your questions answered by Nedgroup Investments at the IW Fund Selector Focus Dublin

Event Voice: Your questions answered by Nedgroup Investments at the IW Fund Selector Focus Dublin

David Roberts, Co-portfolio Manager, Nedgroup Investments Global Strategic Bond Fund
clock 27 May 2025 • 2 min read
Event Voice: Your questions answered by Rathbones Asset Management at Funds to Watch

Event Voice: Your questions answered by Rathbones Asset Management at Funds to Watch

James Thomson, Global Opportunities, Rathbones Asset Management
clock 24 February 2025 • 5 min read
Event Voice: Your questions answered by Nedgroup Investments at Funds to Watch

Event Voice: Your questions answered by Nedgroup Investments at Funds to Watch

Nisha Thakrar, Product Specialist, Nedgroup Investments
clock 24 February 2025 • 5 min read
Trustpilot
Loading page