TheBitCast

Future-Proofing Portfolios: Taxes, Tariffs, & Government Spending

Podcast: The Outthinking Investor with Daleep Singh · PGIM

Opublikowano: 2024-10-08

The use of economic statecraft is on the rise. With rivalries among major economies intensifying, countries are increasingly employing tariffs, sanctions and subsidies, contributing to a global realignment in trade flows. Meanwhile, elections in the US and Europe portend new debates over taxes, government spending, and the right fiscal formula to support growth and productivity. In the US, the 2017 Tax Cuts and Jobs Act's tax reductions for individuals are due to expire in 2025, setting the stage for another round of changes to the tax code. Europe faces difficult budget choices amid calls for the bloc to double down on...