The Price of Policy: Taxes, Tariffs, and Capital Flows

Podcast: The Outthinking Investor with Daleep Singh · PGIM

Opublikowano: 2025-09-09

Fiscal policy shifts, from taxes to tariffs, are steering global capital and trade flows. The US, for instance, is attracting investments despite the tariff headlines—illustrating how the impact of these policies continues to evolve. In a dynamic policy environment, taxes and tariffs could create new implications for asset classes, sectors, and market structures. This episode of The Outthinking Investor explores macro implications from taxes and tariffs, how policy changes are shaping the way investors allocate capital, and why economic growth could be more resilient against higher tariffs than in the past. Our guests are: ...