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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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More from the Multi-Asset team

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Phil Milburn Phil Milburn
What the US tariffs mean for the global economy and investors In this Q&A with Phil Milburn, Head of Rates, Multi-Asset team, he explains the tariffs that have been announced, what the economic impact might be, will they lead to inflation, how might central banks respond, and what might they mean for investors
icon 4 April 2025
The US Capitol building, representing US government trade and tariff policy decisions.

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