Rising Rates, Trump Accounts & AI Investing Risks | Policy30
It combines a macro and rates discussion with a walkthrough of a new savings vehicle's rules and investment options, which advisors may need to answer client questions on. The session is explicitly framed around implications for advisors and retirement savers.
Summary
By the bonds & fixed income deskFidelity's Policy 30 episode brings together Jurrien Timmer, director of global macro, and Rita Assaf, vice president of Fidelity retirement offerings, with host Greg Lowman to discuss recent policy developments from Washington and what they could mean for advisors, investors and retirement savers. Chapters cover why Treasury yields are approaching 5%, retirement savings trends and record 401(k) growth, and the rules, contributions and investment options for Trump Accounts. The episode closes with trade policy, AI investing and a market outlook framed for advisors.
- The opening segment addresses why Treasury yields are approaching 5%
- A segment covers retirement savings trends and record 401(k) growth
- Trump Accounts are explained in terms of rules, contributions and investment options
- The final segment covers trade policy, AI investing and a market outlook for advisors
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Introduction & Policy 30 Overview | 1 min | |
| Why Treasury Yields Are Approaching 5% | 10 min | |
| Retirement Savings Trends & Record 401(k) Growth | 3 min | |
| Trump Accounts Explained: Rules, Contributions & Investment Options | 12 min | |
| Trade Policy, AI Investing & Market Outlook for Advisors | 6 min |
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