Trump has changed the game for investors who now have to work harder to make gains, says Blackrock
Автор: ABC News (Australia)
Загружено: 2025-04-24
Просмотров: 17644
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BlackRock Investment Institute Chief for APAC, Ben Powell says the changeable messaging coming out of the White House and the Trump tariff war has put an "end to the risk on trade". He says investors need to get used to policy coming at them "at the speed of social media" and are going to have to work much harder to find value and growth in their portfolios. He says that while the "sell America" trade is in full swing, it has offered some opportunity by lowering valuations in the AI space. And he says, don't expect Central Banks will come to the rescue, those days are behind us, with inflation running too hot and about to get hotter when the tariffs kick in.
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