Trump’s First 100 Days – Market Outlook and Opportunities to Unlock
Franklin Templeton identifies where investors can find opportunities
ASIA , April 23, 2025 - Franklin Templeton held a media webinar in Asia today, where its investment experts shared insights on the market and investment implications of President Trump’s first 100 days in office .
Following President Trump ’s election last November , market s anticipated that his second term would bring broader authority to implement his tax, trade, and regulatory agenda. Since then, several significant policy shifts , particularly in tariffs, have triggered market volatility. Amid this uncertain environment, Franklin Templeton’s experts have analyzed the economic implications of President Trump’s first 100 days in office and explored investment opportunities across regions and asset classes, from the U.S. to emerging markets in Asia , and from equity to fixed income.
Grant Bowers , Portfolio Manager, Franklin Equity Group , said : “ U.S. and global markets continue to experience volatility in 2025, driven by heightened uncertainty surrounding the economic impact of tariffs, trade policy, immigration reform, government restructuring efforts, and an evolving geopolitical landscape. Whil e the new administration’s rapid policy shifts present near - term headwinds, we remain focused on the long - term opportunities emerging from the Trump administration’s ambitious economic agenda. This includes initiatives to reduce federal spending, lower the deficit, rebalance global trade, and stimulate growth through tax reform and deregulation. Against this backdrop, we have taken a selective and opportunistic approach — adding to high - quality U. S. growth companies poised to benefit from powerful secular trends such as artificial intelligence, health care innovation, and the resurgence of domestic manufacturing and industrial activity."