What Imperial Chartered’ s research team are doing for our valued clients:
Putting political beliefs aside, with President Trump now fully embedded in his second tenure, we are seeing fund managers and economists being quite positive about market outlooks.
Tariffs and the extent to which the President pursues his initial messages will be key to inflationary pressures across the globe. Trump’s economic policies aim to stimulate growth through deregulation and tax reform. However, this growth may come at the expense of other regions due to the implementation of tariffs.
The upshot is that U.S. stocks or companies exposed to the U.S. economy are likely to enjoy the thrust of the new government’s policies more than other regions (perhaps unsurprisingly). According to the International Monetary Fund (IMF), among advanced economies, the U.S. is stronger than previously projected on continued strength in domestic demand. The IMF raised its growth projection for the U.S. this year by 0.5%, to 2.7%, as a result.
We are focusing on four key areas:
- Investment Management.
- Provider Technology & AI development programmes
- Costs & Charges
- Functionality of providers’ tax wrappers
We have always been proud to review established solutions whilst also being at the forefront of new offerings, and in 2025 we want to inform clients we are not only constantly reviewing their investments but widening our review to four key areas that drive better client outcomes.
