The role of private markets in the age of Trumponomics

By Navin Lala | Published Mar 11, 2025

Trump’s America First policy together with his drive towards greater deregulation was well received by corporate America at the start of the year boosting optimism around US growth and future corporate profits. After months of the talk or threat of tariffs, the Trump administration announced a 25% tariff on imports from Mexico and Canada, and the doubling of duties on Chinese goods to 20%, all effective as of 4 March.