Gilbert Warns of Headwinds Facing Asset Managers

The video discusses the impact of President-elect Trump on emerging markets, potential investment opportunities, and the challenges faced by the asset management industry. It explores dividend strategies, the possibility of mergers for US market access, and the implications of potential deregulation under Trump. The discussion also covers economic strategies, market volatility, and the potential benefits of infrastructure investment.

What is the general sentiment towards emerging markets following Trump's election?

• Pessimistic with expected outflows

• Indifferent with no expected changes

• Optimistic with expected inflows

• Neutral with a wait-and-see approach

What are some of the challenges faced by the asset management industry?

• Lack of growth in emerging markets

• Stable income and margin pressures

• Decreasing demand for passive investments

• Increasing regulatory capital and fee pressures

What is a key strategic goal for asset managers in terms of market access?

• Avoiding global expansion

• Focusing solely on European markets

• Gaining access to the US market

• Expanding into Asian markets

How might Trump's presidency affect the US regulatory environment?

• Increase regulations on asset management

• Maintain current regulatory standards

• Focus on deregulating European markets

• Deregulate banks and make the US more business-friendly

Which areas are expected to experience the most volatility under Trump's presidency?

• Equities and commodities

• Bonds and currencies

• Real estate and technology

• Healthcare and utilities

What is the potential impact of US deregulation on European banks?

• Negative impact due to increased competition

• Detrimental due to stricter regulations

• No impact as they are unaffected

• Beneficial due to a more favorable environment

What is the expected outcome if Trump increases fiscal spending?

• Decrease in economic growth

• Stagnation of the economy

• Increase in unemployment rates

• Revitalization of the economy through infrastructure investment