In a whirlwind of action and suspension, Donald Trump has been elected as the new President of the United States, nearly 4 years after leaving office! And markets are fast to react, having witnessed astonishing moves on ‘Trump Trade’ plays across assets ranging from dollars to stocks. But while this signals confidence that a second Trump term will spur economic growth and profits, how might this impact inflation and the US Fed’s interest rate cut trajectory?

Dan Koh speaks with Cheng Chye Hsern, Head of Investment, Providend to find out the winners and losers of Trump’s win, how global markets are reacting to news of a Trump administration, and what it means for the US Fed and their fight against inflation. They also discuss where you can find attractive opportunities in equities that have been lagging amid a recordbreaking rally in the US markets.

In a whirlwind of action and suspension, Donald Trump has been elected as the new President of the United States, nearly 4 years after leaving office! And markets are fast to react, having witnessed astonishing moves on ‘Trump Trade’ plays across assets ranging from dollars to stocks. But while this signals confidence that a second Trump term will spur economic growth and profits, how might this impact inflation and the US Fed’s interest rate cut trajectory?
Dan Koh speaks with Cheng Chye Hsern, Head of Investment, Providend to find out the winners and losers of Trump’s win, how global markets are reacting to news of a Trump administration, and what it means for the US Fed and their fight against inflation. They also discuss where you can find attractive opportunities in equities that have been lagging amid a recordbreaking rally in the US markets.

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.