Is the Trump Honeymoon Over for Investors?

The video discusses the market's initial positive reaction to Trump's executive orders, followed by uncertainty due to lack of details on fiscal stimulus. It highlights global economic trends, such as rising interest rates and financial momentum, and their impact on markets. The speaker provides insights into regional economies, particularly real estate concerns in Zurich and Dubai. The discussion shifts to investment strategies, emphasizing a shift towards equities despite high valuations, and the attractiveness of Asian markets over the medium term.

What observations were made about the real estate market and its current challenges?

How do investors' perceptions of developed versus emerging markets affect their investment strategies?

What is the significance of the shift towards equities in the current investment climate?