Morning Meeting: VIX and the Trump Reflation Trade

Savita Subramanian from Bank of America Merrill Lynch discusses the market's reaction to Trump's presidency, focusing on fiscal stimulus and tax reform. She highlights the potential risks and rewards for different sectors, emphasizing the importance of discerning good policies from bad. Savita also explores investment opportunities in financials and small caps, while discussing the significance of ESG investing, especially for millennials.

What factors does Savita Subramanian believe could derail the equity market?

How does Savita Subramanian perceive the future of ESG (Environmental, Social, and Governance) investing under the Trump administration?

What insights does Savita Subramanian provide regarding the next generation of investors and their investment values?