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Liontrust Views

The arrival of Trump 2.0 appears to be accelerating the fragmentation of globalisation, both economically and politically. This issue of Liontrust Views discusses the impact of this and some of the likely investment themes for the rest of 2025, including the potential broadening of market winners, how to manage portfolios in this environment and the benefits of actively rebalancing portfolios.

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James Klempster James Klempster
Politics is a constant Politics drives headlines, not markets. James Klempster explains why staying invested and diversified wins over the long term.
icon 26 June 2025