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🚨 Through the Trump Prism: Why “Business as Usual” Is a Dangerous Illusion

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Manage episode 478828843 series 3419188
Content provided by Peggy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peggy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

“It doesn’t change anything.”
That’s the response I keep getting from global investors when I ask how they’re adjusting to the Trump administration’s return.

But here’s the truth: everything is already changing.

📉 Buy America.
📉 Tariffs.
📉 Stock market volatility.
📉 Private market redemption spikes.

Saying it doesn’t affect your investment strategy isn’t confidence—it’s denial.

We’re not in the world as we wish it were. We’re in the world as it is.

And in this world, strategic adaptation is not optional. It’s essential.

In my latest newsletter, I unpack what investors and business leaders must consider now—including shifting allocation patterns, difficulties in pricing private assets, and why liquidity and optionality matter more than ever.

👀 Read it here → [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 partnerships—key 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

  continue reading

142 episodes

Artwork
iconShare
 
Manage episode 478828843 series 3419188
Content provided by Peggy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Peggy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

“It doesn’t change anything.”
That’s the response I keep getting from global investors when I ask how they’re adjusting to the Trump administration’s return.

But here’s the truth: everything is already changing.

📉 Buy America.
📉 Tariffs.
📉 Stock market volatility.
📉 Private market redemption spikes.

Saying it doesn’t affect your investment strategy isn’t confidence—it’s denial.

We’re not in the world as we wish it were. We’re in the world as it is.

And in this world, strategic adaptation is not optional. It’s essential.

In my latest newsletter, I unpack what investors and business leaders must consider now—including shifting allocation patterns, difficulties in pricing private assets, and why liquidity and optionality matter more than ever.

👀 Read it here → [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 partnerships—key 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

  continue reading

142 episodes

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