How will Trump affect pensions and investments ?

Billythebuilder said:
Surely increasing taxes is the only?
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Or inflation.

Last time US sovereign debt was at this height vs GDP was after WW2. It really took until the early 80's (35 years) before that ratio bottomed out, and that required a structural change in ditching the gold standard along with a decade of stagflation in the 70's.
 
conor_mc said:
Or inflation.

Last time US sovereign debt was at this height vs GDP was after WW2. It really took until the early 80's (35 years) before that ratio bottomed out, and that required a structural change in ditching the gold standard along with a decade of stagflation in the 70's.
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Wonder whether U.S inflation was more created or helped along in the 80's??

Be interesting to see how the Japan carry trade plays out regarding U.S bonds after borrowing for years at low Japan rates and pumping it into U.S markets.
 

How the stock market made it back to a new record — even with so much still to worry about​

The S&P 500 is less than 0.1% away from closing at a new record, rebounding from a near 20% sell-off in April. The tech-focused Nasdaq 100 is already one step ahead, hitting an all-time high on Tuesday. The latest leg higher came as investors bet a ceasefire in the Middle East could prevent a major disruption to global oil supply.
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Have seen this mentioned a lot but the dollar is still well down v the euro since the start of the year, so pension funds are still down in euro value. My own fund as of today appears to be back close to flat on the year, but that’s including 6 months of contributions, in real terms it’s about 4% down.
 
Setforlife said:
so pension funds are still down in euro value about 4% down.
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Yeah, just checked mine there now and compared to the beginning of the year and it's down 3.7%,
So fairly happy about that now but God knows what the second half of the year will be like with TT's and the BBB

With regards to my other investments our day to day living fund,
we decided in March to do some housekeeping and moved a good chunk of our fund from stocks to commodities
And after I adjust for personal spending in what has been sofar an expensive year, that fund is down 3.95%

So given there's only .25% difference between my day to day fund and the PRSA, I'm fairly happy with things overall at the moment
and will be interesting to see how this all pans out over the next six months
 
Stocks have largely recovered, at least in my portfolio. The fx rate is now the drag, though it is irrelevant as I am not cashing out for 30 years.
 
If you're heavily US-exposed, and would like to be less-so, you could have your new contributions go to a fund that invests in non-US companies. That way, you're not selling anything (panic selling or otherwise), but do get to reduce your percentage US exposure gradually over time. Still, even non-US stocks will still be affected by some extent by events in the US.
 
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