Markets Didn't Price-In the 'Bad Trump,' AllianzGI's McKinney Says

The video discusses the impact of trade tensions on the economy and stock markets, highlighting that while the economy may not be significantly affected unless tensions escalate, the stock markets have already reacted to potential risks. It explains how the markets initially priced in positive aspects of Trump's policies but are now adjusting to his protectionist stance. The video also provides investment strategies, suggesting areas less affected by trade issues, such as healthcare and mid-cap companies, and advises keeping some investment capital ready for opportunities.

In what ways can investors prepare for potential trade wars?

Which sectors are likely to be more affected by trade tensions and tariffs?