The unpredictable policies of President Donald Trump, especially concerning tariffs and the Russia-Ukraine conflict, have stirred a sense of uncertainty among households, businesses, and Wall Street. However, this has also paved the way for new investment opportunities, as per analysts.
What Happened: The erratic trade tactics of the Trump administration have recently led to U.S. stocks facing their toughest week of the year. Despite this, Mike Cudzil, a portfolio manager at Pimco, sees this uncertain backdrop as a breeding ground for investment opportunities, reported MarketWatch. He highlighted a significant shift out of Europe, particularly Germany, in anticipation of a massive fiscal package expected from Europe next week.
“What you are seeing is a repricing of risky assets in the U.S. relative to risky assets [abroad],” the portfolio manager told the publication.
It’s potentially “quite a shift in the world …
