Uitgelogd

U bent succesvol uitgelogd.

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
  • Opportunities
  • Challenges
  • Disruptors