House View Q1 2025: Fresh thinking

We focus on Donald Trump’s return to the White House as a game-changer for the US economy and markets. Fresh thinking and broader diversification are advisable as economies diverge in growth, inflation and interest rates.

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We focus on Donald Trump’s return to the White House as a game-changer for the US economy and markets. Fresh thinking and broader diversification are advisable as economies diverge in growth, inflation and interest rates.

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As the focus moves from the US election to tariffs and trade wars, a supportive yet volatile market environment encourages investors to explore more “medium risk” opportunities in fixed income or private markets.

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Navigating Rates

With all signs pointing to a Donald Trump win, we expect many of his populist policies to cause ripples, even though markets were largely priced for this outcome. How might investors navigate the election result?

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