As Donald J. Trump’s re-inauguration approaches on 20 January 2025, it signals a seismic shift in US political, economic, and geopolitical direction.

In times of such profound change, we delve into the potential impacts on the US equity market, which now constitutes a remarkable 61% of global equity markets.  We’ll will explore how portfolio managers and research analysts are adapting their strategies to navigate this evolving landscape.

There’s much to discuss including :

• Valuation and Market Dominance: Can US equities maintain their upward trajectory, or is a correction inevitable?
• Factor opps & risks: Across Growth, Value, sustainability leaders & SMID caps
• Sectoral Risks & Opportunities: Examining the potential impacts of radical policy changes in healthcare, energy, and government efficiency.
• Trade and Immigration Policy: Analysing the consequences of inward-looking policies, tariffs, and restrictive immigration stances on the domestic economy and export sectors.

Natixis, take-over the Virtual Panel for this event highlighting their diverse strength and depth in US Equities.  Their boutique leaders in growth, value and sustainable equities, Loomis Sayles, Harris Associates and Mirova join us to give broad perspective and insight

Our panelists are manager research leaders responsible for many billions in equity mandates: Paula Robinson, global equity research leader at WTW and Shanti Kelemen, Chief Investment Officer at M&G Wealth Investments.