Andreas Utermann, chief executive officer and global chief investment officer at Allianz Global Investors, sees volatility coming to markets in 2017 under the policies of President Donald Trump. He speaks on "Bloomberg Daybreak: Americas." (Source: Bloomberg)
Notes:
- Globalization Under Attack - The post-election rally’s ongoing prospects look dim with globalization under constant attack.
- Volatility in Vogue - Just about all markets can expect increased volatility, especially currencies, where a 30-year period of stability is about to end.
- What does President Trump Have Planned? Trade, economic and tax policies could become radically different and investors have to remain active, and thus nimble.
- Fiscal Stimulus Now - Fiscal stimulus is not usually utilized this late in the economic cycle, but it could fuel further expansion at the expense of US national debt.
