Investors position for bullish but bumpy Trump ride
Speakers at the Sohn investment conference warned the world would need to get used to a period of continued inflation – and a potential bull market.
Speakers at the Sohn investment conference warned the world would need to get used to a period of continued inflation – and a potential bull market.
Chairman Chris Cuffe is hoping for the fund, which gives 1.5 per cent of its assets to medical research charities each year, to grow to more than $1.5bn in the next five years.
This week’s Sohn conference will provide important intelligence for investors facing a wild ride under Trump 2.0.
Company directors are worried about a recession, particularly in Victoria where there’s been a sharp rise in the number who believe the state government ‘doesn’t understand business’.
A former US ambassador says Donald Trump is serious about higher tariffs on China but not all business and political leaders believe it will spark a trade war and reignite inflationary pressure.
Trump’s overwhelming mandate, and his aggressive comments about China, leave Australia in danger of being caught between two elephants.
Prominent Australian business leaders have warned that Donald Trump’s second US presidency risks sparking a fierce trade war with China, stoking inflationary pressures around the world.
Business is reviving calls for Anthony Albanese to lower the corporate tax rate, warning Australian businesses will be increasingly uncompetitive under Donald Trump’s plans to slash US company taxes.
Tech experts warn that Donald’s Trump’s vow to slash red tape on artificial intelligence could create a new ‘wild west’ as companies race to seize competitive advantages without guardrails.
A Trump victory will add to pressure for lower corporate taxes in Australia and deregulation on a range of issues.
Original URL: https://www.theaustralian.com.au/author/glenda-korporaal/page/9