In January 2025, Donald J. Trump was re-inaugurated as the 47th President of the United States. That same week, The Virtual Panel hosted a timely event to discuss the potential implications for US equities — a market that, at the time, represented over 60% of global market capitalisation and remained the cornerstone of many portfolios.

We knew the change in administration could signal a seismic shift in the US’s political, economic, and geopolitical trajectory. However, few foresaw the scale and speed of change — from aggressive tariff measures and rising geopolitical tensions to dramatic DOGE cutbacks, the landscape was quickly and fundamentally redrawn.

Now, six months on, it’s an ideal moment to take stock:

• How have markets responded?

• How have managers navigated this period of heightened uncertainty?

• And where are analysts finding ways to dampen volatility — or even capitalise on pricing dislocations?

We’re delighted to welcome back Natixis Investment Managers, who take over the Virtual Panel once again to showcase the breadth and depth of their US equities expertise. Three leading US equity boutiques — Loomis Sayles, Harris Oakmark, and Mirova — will bring distinct perspectives across growth, value, and sustainable investing.

Joining them on the panel are two respected voices in manager research and asset allocation:

• Paula Robinson, Global Equity Research Leader, WTW

• Shanti Kelemen, Chief Investment Officer, M&G Wealth Investments

This promises to be a wide-ranging and highly practical session — one not to miss for any investor looking to make sense of the new US market regime.