2Q 2025 Outlook
Trump 2.0 – Beyond the Noise
With ongoing trade tensions and reciprocal tariffs under the Trump Administration, which assets have outperformed amid the tariff news? Gold has surged past the 3,400 mark—so what’s next?
To help investors navigate this complex environment, we offer conviction-based ideas across various asset classes. We believe a globally diversified and resilient portfolio is essential—anchored by income strategies, diversified growth, and selective alternatives like gold—to manage risks and support long-term returns in a shifting global landscape.