Donald Trump’s return to the presidency could reshape the alternative investment landscape, according to Fred Hubler, who notes that the actual impact depends on how policies are implemented, market expectations, and global economic conditions. He argues that some sectors could benefit from deregulation or tax incentives while others may lose government support, so investors should proactively adjust their portfolios toward sectors likely to get favorable treatment or that are naturally resilient to policy swings.
Among the sectors Hubler flags as likely beneficiaries: commodities and natural resources, since Trump has pushed to expand domestic oil, gas, and mining production through deregulation and infrastructure projects like pipelines, potentially benefiting coal, precious metals, and rare earth industries while reducing reliance on foreign suppliers like China. He also points to real estate, noting that during Trump’s prior term, tax cuts and looser regulations made real estate, including REITs, DSTs, and Opportunity Zone properties, more attractive to investors seeking tax-friendly options.
One more thing: Hubler frames this less as a bet on one party and more as a case for adjusting portfolios ahead of expected policy shifts.
Continue reading on Forbes: Trump’s Return: What It Means For Alternative Investments.