Policy, Politics and Portfolio Strategy in 2025
ABOUT THE EVENT
The webinar explored the key themes and emerging trends in the institutional investment sector during US President Donald Trump’s first year of office.
In a focused hour of discussion, asset owners and consultants from across the United States shared their views on how their investment objectives have or have not changed over the past year, as well as how new government policies have forced them to change their objectives.
Topics included international investment (with a focus on China and other countries of concern), ESG (environmental, social and governance) policies and preserving capital during turbulent times.
KEY DISCUSSION POINTS
● What, if any, have been the biggest changes to the way investors have approached their overall portfolio strategy since Trump has taken office? How much impact can one president (with four years in office) really have on an institution’s portfolio?
● The S&P 500 has seen its fair share of ups and downs this year; how have investors sought to protect their portfolio from all the turbulence?
● How have tariffs — or the news of tariffs — affected investors’ portfolios?
● Which asset classes have the panelists been keeping their eye on? And are they looking to hire managers or make any portfolio changes?
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MEET THE SPEAKERS
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