Positioning Portfolios for a Complex 2025 during Trump 2.0

21 Jan 2025

We think below the surface there are opportunities.

Scott Haslem, LGT Crestone Chief Investment Officer

LGT Crestone Chief Investment Officer Scott Haslem joined Ausbiz to share his insights on navigating the complexities of 2025. With Donald Trump’s second term creating shifts in fiscal and trade policy, Scott explores how these changes could influence markets and uncover new opportunities. Against a backdrop of moderating inflation and potential rate cuts, he outlines a thoughtful approach to positioning portfolios for resilience and growth in a more volatile environment.

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