07 Apr The Trump Dump in shares – what does it mean for Australia & investors?
Key Points
- Share markets have fallen further on US President Trump’s worse than expected tariff policies.
- Further weakness is likely but at some point Trump is likely to pivot towards focussing more on his market friendly policies and the Fed will step in with lower interest rates.
- For Australia it means softer growth & more RBA rate cuts.
- This will weigh on short-term super fund returns but follows two years of very strong returns. The key for most investors is to stick to a long- term strategy.
