The latest international events forced managers to evaluate repositioning of investment portfolios. It is important to take Trump seriously but not literally.
While Donald Trump, Who already call “Tariff Man” For those measures that apply (or threatens to apply) to everyone, it continues to make their own, analysts and investors reset the expectations at a global level. The punishment on the markets does not cease and Wall Street has no respite.
The latest international events forced managers to evaluate Relations of investment portfolioswhich, for what is seen and spoken, turns towards the rotation from the great American technology, mainly in favor of Europe and China, being the governing criterion of maintaining a balanced and diversified allocation, which includes gold and coverage against the growing possibility of greater correction in the bags.
Many people in the global market annoyed with the unbridled action of President Trump, who so far has done nothing but comply with what he said he was going to do. It seems that the party watered, but the mistake is not to understand the character or his personality, or not want to do it, since it is characterized by doing what he says he will do and fulfills the threats.
The projections of the impact of the commercial war say that it could add 2 more inflation points in the US. Therefore, they recalculate forecasts about what the Fed will do with the process of loss of interest rates. Undoubtedly, a bad sign for emerging markets that will see how fund flows are redirected to other destinations.
In this framework, a manager linked to a Swiss group warned customers and colleagues that these days of bearish volatility and partially frame the decline in a political context, it is significant to consider the following: it is important to take Trump seriously but not literally; While it is possible that the catalytic of the retraction of the prices of the Variable Income is political news is also important to recognize that the market was valued for a perfect scenario.
Source: Ambito
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