Investors face global equities challenges and are expecting the administration will lead with an “America-First” approach to foreign policy.
Our team posits that the policy agenda is largely driven by campaign promises in four key areas: immigration, inflation, inequality, and identity.
Uncertainty surrounds the specifics on timing, sequencing and the extent around implementation of policy promises and threats.
We expect a turbocharged second entry by President Trump marked by a clearer, stronger mandate than in his first term. From the early days, we observe a more eager and prepared approach to enact radical reform, and to try to establish an America-First world order, welcoming global disruption. His inauguration speech and cabinet selections point to a stronger governing style and hawkishness on national security, trade, China and confrontation on domestic reform.
For a closer analysis on these topics and more, download the full insight here.
Artificial intelligence (AI) continues to be a disruptive force and investment opportunities are evolving as it's used in new ways to help drive revenue growth.
Resilient economic growth, investor optimism, and forecasted accelerating corporate earnings may be a favorable backdrop for momentum investing.
A soft landing for the global economy in 2025 with growth slowing in the near term but reaccelerating later in the year is our base case.
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