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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?
Key considerations in cryptocurrencies, artificial intelligence and thematic trends, market breadth, income diversification, scarce resources, and volatility management.
In 2024 geopolitical tensions around the globe unnerved investors and dominated headlines throughout the year, yet U.S. equity markets had a great year. The S&P 500 Index - on track for its best yearly performance in the 21st century – continued to reach new all-time highs and was up a whopping 27% as of the end of November, the Russell 2000 hit a new all-time high while the tech heavy Nasdaq rose around 30%.
A Strategic Look at ETF Opportunities in Retail, Technology, and Small to Mid Cap Sectors
The record breaking online shopping forecasts may be beneficial for aptly positioned ETFs.