What's to happen to the Trump Trade now? Look to these themes.
Now that President Trump is back in office, what does that entail for the growing "Trump Trade" that blossomed following his 2024 election victory? Gradient Investments Senior Portfolio Manager Jeremy Bryan weighs in on the trading themes he envisions playing out in the coming years. "From our side, we think cybersecurity. We think that is going to be a case whether there's executive actions, whether there's tariffs," Bryan explains to host Brad Smith. "One of the things we know is that cybersecurity, and especially with AI as a continued deployment going forward, cybersecurity is going to be either number one or number two priority for investment enterprise tech professionals." The portfolio manager goes on to outline the areas where companies will be more inclined to deploy capital toward: "We're really looking at, from a company perspective, the recurring revenue stories... is who gets money under just general circumstances. And it kind of just keeps coming in. And those companies are companies like Waste Management (WM)." To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Luke Carberry Mogan.
