Trump 2.0 & Global economic divergence: Implications for pension investors

The global investment landscape is entering a period of divergence, driven by the expected strengthening of the US economy under a Trump administration. Policies aimed at domestic growth such as tax cuts, deregulation and tariffs are likely to bolster US economic dominance. However, this could also provoke significant reactions from global counterparts, leading to heightened volatility as well as a fragmented growth outlook. What does it all mean for investors and how should capital be allocated? Where are the standout investment opportunities?