Global fundies gather in Sydney as world order reshapes in real time
Sydney is crawling with fundies and traders who are trying to work out how to position their books and build their portfolios in the age of Donald Trump.
For financial markets, the past seven days have been nothing short of euphoric. The S&P 500 hit another record high on Friday after its strongest week of the year, while crypto has continued an inexorable rise.
Donald Trump’s remarkable return to the White House is forcing a recalibration of domestic and international politics, and providing a second wind for risk assets.
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Jonathan Shapiro writes about banking and finance, specialising in hedge funds, corporate debt, private equity and investment banking. He is based in Sydney. Connect with Jonathan on Twitter. Email Jonathan at jonathan.shapiro@afr.com
