Related events

On 2 April 2025, the US is expected to announce sweeping tariffs as it concludes its pivotal trade review. This will be a key moment in Trump’s second term which will significantly impact the global economy and markets.

At the same time, investors are unsettled that Trump 2.0’s tariff policy has been characterised by uncertainty and reversals, while fears of stagflation has risen, especially given the White House’s “no pain, no gain” message - which signals a tolerance for some economic downside.

What will the implications of the 2 April announcements be on US and its trading partners? What is the risk of a US recession? What are the risks and opportunities for investors?

The US equity market is entering a highly volatile phase, as the initial optimism over Trump’s pro-growth policies is being replaced with uncertainties over tariffs, inflation and growth. Given Trump’s “no pain, no gain” message after recent signs of economic softening and inflationary pressures, it is increasingly clear that there is no “Trump put” in place for US equities, as the White House persists in reshaping the global and US economic order.

With President Trump’s inauguration on 20 Jan, markets will be increasingly focused on his policy priorities, which are likely to be centered around a favourable tax regime, fiscal spending and deregulation. While these are broadly market friendly moves, there are also concerns around his tariff plans and the Fed’s monetary policy stance moving forward.

How should investors be positioned under Trump 2.0? What implications do we see for the various asset classes in 2025?

2025 will be a year of profound changes for the global investment and geopolitical landscape as the world adapts to a changing world order under Trump 2.0.

Against this backdrop, investors are likely to be pondering: “What will drive the world in 2025”? As we move toward a future increasingly shaped by Artificial Intelligence, how can we harness this wave of innovation to reap the benefits of AI adoption? What will investing look like in this new era?

In the aftermath of the US presidential election on November 5th, investors will be highly focused on the impact of the outcome on global risk assets. We are likely to see opportunities and risks arise as markets recalibrate expectations across geopolitics, fiscal and monetary policies.

What are the immediate impact and longer-term consequences of the election outcome? How should investors position their portfolios moving forward?

India is among the fastest growing major economies and the country has a keen focus on structural reforms, including efforts to build up infrastructure and promote investment led growth. Although valuations of MSCI India Index are not cheap, earnings growth is projected to increase around mid-teens levels in 2024 and 2025, while upward earnings revision momentum by the street has crept up.

Join us as we delve into the dynamic growth of India’s economy, uncover investment opportunities, and analyse the thriving equity market. Gain valuable insights to navigate and capitalise on this burgeoning landscape.

On 2 April 2025, the US is expected to announce sweeping tariffs as it concludes its pivotal trade review. This will be a key moment in Trump’s second term which will significantly impact the global economy and markets.

At the same time, investors are unsettled that Trump 2.0’s tariff policy has been characterised by uncertainty and reversals, while fears of stagflation has risen, especially given the White House’s “no pain, no gain” message - which signals a tolerance for some economic downside.

What will the implications of the 2 April announcements be on US and its trading partners? What is the risk of a US recession? What are the risks and opportunities for investors?

The US equity market is entering a highly volatile phase, as the initial optimism over Trump’s pro-growth policies is being replaced with uncertainties over tariffs, inflation and growth. Given Trump’s “no pain, no gain” message after recent signs of economic softening and inflationary pressures, it is increasingly clear that there is no “Trump put” in place for US equities, as the White House persists in reshaping the global and US economic order.

With President Trump’s inauguration on 20 Jan, markets will be increasingly focused on his policy priorities, which are likely to be centered around a favourable tax regime, fiscal spending and deregulation. While these are broadly market friendly moves, there are also concerns around his tariff plans and the Fed’s monetary policy stance moving forward.

How should investors be positioned under Trump 2.0? What implications do we see for the various asset classes in 2025?

2025 will be a year of profound changes for the global investment and geopolitical landscape as the world adapts to a changing world order under Trump 2.0.

Against this backdrop, investors are likely to be pondering: “What will drive the world in 2025”? As we move toward a future increasingly shaped by Artificial Intelligence, how can we harness this wave of innovation to reap the benefits of AI adoption? What will investing look like in this new era?

In the aftermath of the US presidential election on November 5th, investors will be highly focused on the impact of the outcome on global risk assets. We are likely to see opportunities and risks arise as markets recalibrate expectations across geopolitics, fiscal and monetary policies.

What are the immediate impact and longer-term consequences of the election outcome? How should investors position their portfolios moving forward?

India is among the fastest growing major economies and the country has a keen focus on structural reforms, including efforts to build up infrastructure and promote investment led growth. Although valuations of MSCI India Index are not cheap, earnings growth is projected to increase around mid-teens levels in 2024 and 2025, while upward earnings revision momentum by the street has crept up.

Join us as we delve into the dynamic growth of India’s economy, uncover investment opportunities, and analyse the thriving equity market. Gain valuable insights to navigate and capitalise on this burgeoning landscape.

On 2 April 2025, the US is expected to announce sweeping tariffs as it concludes its pivotal trade review. This will be a key moment in Trump’s second term which will significantly impact the global economy and markets.

At the same time, investors are unsettled that Trump 2.0’s tariff policy has been characterised by uncertainty and reversals, while fears of stagflation has risen, especially given the White House’s “no pain, no gain” message - which signals a tolerance for some economic downside.

What will the implications of the 2 April announcements be on US and its trading partners? What is the risk of a US recession? What are the risks and opportunities for investors?

The US equity market is entering a highly volatile phase, as the initial optimism over Trump’s pro-growth policies is being replaced with uncertainties over tariffs, inflation and growth. Given Trump’s “no pain, no gain” message after recent signs of economic softening and inflationary pressures, it is increasingly clear that there is no “Trump put” in place for US equities, as the White House persists in reshaping the global and US economic order.

With President Trump’s inauguration on 20 Jan, markets will be increasingly focused on his policy priorities, which are likely to be centered around a favourable tax regime, fiscal spending and deregulation. While these are broadly market friendly moves, there are also concerns around his tariff plans and the Fed’s monetary policy stance moving forward.

How should investors be positioned under Trump 2.0? What implications do we see for the various asset classes in 2025?

2025 will be a year of profound changes for the global investment and geopolitical landscape as the world adapts to a changing world order under Trump 2.0.

Against this backdrop, investors are likely to be pondering: “What will drive the world in 2025”? As we move toward a future increasingly shaped by Artificial Intelligence, how can we harness this wave of innovation to reap the benefits of AI adoption? What will investing look like in this new era?

In the aftermath of the US presidential election on November 5th, investors will be highly focused on the impact of the outcome on global risk assets. We are likely to see opportunities and risks arise as markets recalibrate expectations across geopolitics, fiscal and monetary policies.

What are the immediate impact and longer-term consequences of the election outcome? How should investors position their portfolios moving forward?

India is among the fastest growing major economies and the country has a keen focus on structural reforms, including efforts to build up infrastructure and promote investment led growth. Although valuations of MSCI India Index are not cheap, earnings growth is projected to increase around mid-teens levels in 2024 and 2025, while upward earnings revision momentum by the street has crept up.

Join us as we delve into the dynamic growth of India’s economy, uncover investment opportunities, and analyse the thriving equity market. Gain valuable insights to navigate and capitalise on this burgeoning landscape.