Managing Investment Portfolios in the Era of Trump 2.0

As Donald Trump is due to return to the White House for his re-administration as U.S. President on the 20th of January 2025, we would expect to see how his actions set off a whirlwind of implications for different markets and their trade opportunities.

Through pro-growth policies like the implementation of tariffs, we understand how his upcoming decisions could lead to capital outflows, currency depreciation, lowered investment returns and rising inflationary pressures. Amidst the generally gloomy economic outlook under his dominance, how can foreign investors navigate this uncertain roadmap and decode what lies ahead for them?