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.
What makes passive funds a smart choice for long-term investors?
Fund houses are increasingly launching passive funds, including ETFs and index funds, which replicate market indices for low-cost, diversified exposure. These funds are gaining traction
July 16, 2025