Denize: Trump has Underperformed, Real Risk is Fed Policy

(Bloomberg) -- Trade concerns may affect markets in the future, but so far the Trump administration has underperformed and so investors need to wait and see for the impacts, says Laurent Denize, co-chief investment officer at Oddo Meriten Asset Management. He told Daybreak Europe’s Caroline Hepker and Markus Karlsson that the global outlook is more positive than markets want to admit and that the real risk right now is in the Fed’s behaviour and how it handles reflation.

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Running time 08:24

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