đ¨ Through the Trump Prism: Why âBusiness as Usualâ Is a Dangerous Illusion
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âIt doesnât change anything.â
Thatâs the response I keep getting from global investors when I ask how theyâre adjusting to the Trump administrationâs return.
But hereâs the truth: everything is already changing.
đ Buy America.
đ Tariffs.
đ Stock market volatility.
đ Private market redemption spikes.
Saying it doesnât affect your investment strategy isnât confidenceâitâs denial.
Weâre not in the world as we wish it were. Weâre in the world as it is.
And in this world, strategic adaptation is not optional. Itâs essential.
In my latest newsletter, I unpack what investors and business leaders must consider nowâincluding shifting allocation patterns, difficulties in pricing private assets, and why liquidity and optionality matter more than ever.
đ Read it here â [link in comments]
Then ask yourself: Are you riding the storm, or still waiting for the old bus route to resume?
#InvestmentStrategy #TrumpAdministration #CapitalMarkets #PrivateEquity #Macroeconomics #BuyAmerica #AssetAllocation #PolicyRisk #GeopoliticalVolatility #Resilience
Peggy Van de Plassche is a seasoned advisor with over 20 years of experience in financial services, healthcare, and technology. She specializes in guiding boards and C-suite executives through transformational change, leveraging technology and capital allocation to drive growth and innovation. A founding board member of Invest in Canada, Peggy also brings unique expertise in navigating complex issues and fostering public-private partnershipsâkey elements in shaping the Future of Business. Her skill set includes strategic leadership, capital allocation, transaction advisory, technology integration, and governance. Notable clients include BMO, CI Financial, HOOPP, OMERS, GreenShield Canada, Nicola Wealth, and Power Financial. For more information, visit peggyvandeplassche.com.
#privateequity #privatemarkets #alternativeinvestments #investing #investments #invest #venturecapital #investor #entrepreneur #digitaltransformation #ai #exit #tech #technology #finance #financialservices #healthcare
142 episodes