Trump's policies: Market reactions & asset class impacts

In this episode, special guest Scott Berg from T. Rowe Price discusses the potential implications of Donald Trump’s policy proposals on global markets. They explore how Trump's main policies have led to positive responses from risk assets, why not all policies have been market-friendly (e.g. tariffs), and how different asset classes have reacted. Scott also examines the market's complacency regarding rising bond yields and shares insights on strategic portfolio positioning in this environment.