Markets have seen a busy start to the year, with no signs of respite on the horizon. Sarah Harrison, senior portfolio manager (PM) at Allspring Global Investments, discusses how markets have reacted to Donald Trump’s return to the White House last week (Jan 20 -24) and how it has impacted fixed-income liquidity.
In this episode, Harrison looks at the conflict between fiscal and monetary policies in the US, as the Trump administration introduces potentially inflationary policies such as global trade tariffs, and central banks, such as the US Federal Reserve and the European Central Bank, will have to decide whether to cut interest rates this week.
The senior PM unpacks her views on rates for this year and how desks should be thinking about this. Harrison also discusses her outlook on the growing levels of global debt, the high-cost refinancing for corporates, and where she thinks there is a need for a disciplined market strategy and risk appetite.
Vimeo – https://vimeo.com/1050471992?share=copy#t=0
Site – https://tradertv.net/allspring-global-investments-markets-react-to-trumps
NEWSLETTER SIGN UP
And receive exclusive articles on securities markets
🏆 The 2026 Global Markets Choice Awards are here! 🌍 Nominations are officially OPEN for the celebration of excellence in global capital markets trading & technology. Nominate below:
https://www.jotform.com/form/260086385121150
Delaware Life Insurance Company is becoming the first insurance carrier to offer an index that contains cryptocurrency, adding the BlackRock U.S. Equity Bitcoin Balanced Risk 12% Index to its fixed index annuity (FIA) portfolio.
As the digital assets industry pushes toward
Franklin Templeton is expanding its tokenized fund suite, signaling growing institutional demand for blockchain-based fund infrastructure and regulated investment products moving onchain. Read the full article below:
$50 billion in active ETF inflows helped fuel a record year for @BlackRock 's iShares business, as investors continue to lean into active strategies.
Related articles
-
This will help investors access globally diversified investments across equities, fixed income & alternatives.
-
The transaction will triple real estate subsidiary Clarion’s European assets to $13bn.
-
The name will have immediate international recognition and is well known by institutional clients.
-
There si growing buy-side demand for the capital efficiencies, transparency and central clearing.
-
This strengthens the South Korean group's ability to serve investors across the Gulf region.