NOW that global markets have moved past peak uncertainty, with equity market volatility subsiding following the US presidential election, attention is turning to what lies ahead under Trump 2.0’s fiscal policy.
In a recent podcast, Jim Caron, chief investment officer of the portfolio solutions group at Morgan Stanley Investment Management, highlighted that the impending expiry of approximately US$2.5 trillion in fiscal policy measures – introduced during Trump 1.0, the Biden administration and Covid-19 stimulus packages – poses significant implications.
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