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Decoding What the Market Wants in 2025
Three Diverse Strategies for Compelling Income Streams
Tariffs and the Importance of Proactive Portfolio Management.
After a month-long pause, President Trump moved forward with increased tariffs and announced a series of measures that are likely to result in higher tariffs for a variety of products from a range of countries. These include:
Three Opportunities for Portfolios in the New Era
Key Themes Poised to Influence Portfolios Under the New Administration.
For weeks leading up to and then following President Trump’s victory in the presidential election in November 2024, equity markets enjoyed a strong rally. Market commentators coined this the “Trump Trade,” a rally in sectors or companies likely to thrive under Trump policies, as well as general enthusiasm for a new business-friendly administration. However, in recent weeks, the rally has fizzled, and stocks have fallen roughly back to where they were before it began. Just like that, the so-called Trump Trade was proclaimed to be over. Is it actually over?