06.05.2025

Analysis of the Impact of Trump’s Policies on the Markets

Influence of Trump’s Policies on Financial Markets

On May 13, Roland Jegen and Andreas Bernstein will provide a platform in a webinar to analyze the effects of Donald Trump’s policies on the markets and discuss concrete investment ideas for private investors and savers in the German-speaking world.

Effects of Trump’s Policies

  • Tariffs and Protectionism: Trump’s protectionist policies promote goods produced in the US and can have positive effects on locally operating companies.
  • Energy Policy: The preference for fossil fuels in Trump’s policies could boost stocks in the energy sector.
  • Defense: An increased focus on national security could strengthen companies like Lockheed Martin, Northrop Grumman, and General Dynamics.
  • Technology: Certain technology companies may benefit from deregulation and investments.

Stocks with Potential

  • Defense:
    • Lockheed Martin
    • Northrop Grumman
    • General Dynamics
  • Energy: Companies focused on fossil fuels in the USA.
  • Technology: Firms that could benefit from deregulation and investments in the USA.

Challenges and Uncertainties

Trump’s policies often bring uncertainties, which can lead to market turbulence. A thorough analysis of the impacts on industries and companies is crucial.

Contents of the Webinar

  • Market Analysis: Current market conditions and the impact of Trump’s policies.
  • Investment Strategies: Selection of suitable stocks to secure profits.
  • Risk Management: Tips to minimize risks in volatile markets.

The webinar is an opportunity to make informed decisions for one’s investment portfolio.