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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

Investing involves risks

Investing involves risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Read more about the risks associated with investments.

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