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What Will Trump 2.0 Mean For Investors? | Nucleus Investment Insights

Posted on by Damien Klassen
22
Feb
While there are still a range of court cases outstanding, Trump is leading most polls for the next president.

 

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the legal issues and the potential outcomes, the likelihood of a Trump re-election and what it would mean for stock markets and bond markets.

Agenda:

  • Betting Odds
  • Legal cases
  • Election Issues: Abortion rights vs Border security. Age concerns.
  • How can Biden/Trump be replaced
  • Investment impact: Macro
  • Investment impact: Sectors
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    Damien Klassen

    Damien has a wealth of experience across international equities (Schroders), asset allocation (Wilson HTM) and he helped create one of Australia’s largest independent research firms, Aegis Equities. He lectured for over a decade at the Securities Institute, Finsia and Kaplan and spent many of those years as the external Chair for the subject of Industrial Equity Analysis. Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.

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