Investment opportunities and risks of the Trump 2.0 era
Pursue portfolio growth but stay alert
A new era is approaching with the return of Donald Trump to the White House. We are mildly optimistic about the outlook for the economy, anticipating moderate growth in Europe and the US in 2025. However, Trump’s policy plans pose specific risks. Our recommendation: seize opportunities in equities, while maintaining a cushion of high-quality bonds.
All topics summarized in one video
- The big picture
- Investment opportunities
- Investment risks
- Disruptions
- Conclusion
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“The question is, which Trump we will see in the coming years – the hardliner from the campaign or the dealmaker seeking compromises.”
Ralph Wessels - Investment strategist
Investing involves risks
You should only invest capital that you have over and above your buffer for unforeseen expenses. Investing can be interesting, but it is not without risk. You may lose (a part of) your investment. It is good to be aware of this.
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