Jonathan Schiessl, Deputy CIO of Westminster Asset Management, remains optimistic about stock returns despite expected volatility with Trump 2.0. He highlights market differences from Trump’s first term, including higher interest rates and inflation, and maintains strong positions in India and emerging markets for long-term growth. Sectors like defence and consumer plays are seen as promising.
US inflation tops 4% for first time in three years, keeping Fed hike in play
US inflation climbed to 4.1% in May, driven by rising energy prices, keeping the Federal Reserve’s interest rate hike plans on the table for September.
June 25, 2026