Read: 2024 Risk Management Conference: U.S. facing funding questions from retiring population
Indeed, Nathan Hayes, a research consultant at Eckler Ltd., says institutional investors need to focus on their extended investment horizon and avoid decisions spurred by potential short-term volatility. He’s more focused on the broad forces that directly impact gross domestic product growth or unemployment compared to deciphering Trump’s policy movements.
“Looking at the [U.S.] economy and how things play out . . . we’ll take those numbers as they come in and if the situation changes where maybe the U.S. economy isn’t necessarily as strong for instance, or maybe active investment management in the U.S. isn’t doing as well then, we’ll take that information as it comes and ultimately make decisions.”
Riach says a Trump administration touting the use of tariffs could cause serious inflation issues for countries like Canada, given…


