The Evelyn Partners Investment Outlook Video: Easy does it for central banks and China

Could President Trump’s policies, Chancellor Rachel Reeves’ Autumn Budget and China’s rate cuts contribute global growth over the next twelve months?

14 Nov 2024
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Episode overview

President Donald Trump is returning to the White House and his policies, if approved, could have a material impact on portfolios. They may, along with Fed interest rate cuts, minimise downside risk to the economy and support company earnings which could lift stocks higher.

We further discuss how Chancellor Rachel Reeves’ Autumn Budget could impact investments and what the government needs to do to boost growth in domestic companies.

Finally, China’s easing policy which is currently synchronised with the Fed and other central banks around the world could further boost to global growth. However, this will depend on the extent of China’s continued commitment to supporting capital markets.

Important information

The value of an investment may go down as well as up and you may get back less than you originally invested.

Past performance is not a guide to future performance.