How Trump could (finally) unleash $5.8 trillion of private money
A new era dawns for investors on the promise of deregulation and tax cuts under Donald Trump. Will they get the certainty needed to put all that dry power back to work?
It’s midday. January 20, 2025. Washington DC. At the US Capitol, the 45th president becomes the 47th president of the United States. The world readies as Trump 2.0 begins.
What happens in the next four years is anyone’s guess. I’ll leave it to others to speculate on territorial expansions, mass deportations and international peacekeeping. But what private markets are really looking for from the new administration is the certainty to deploy a colossal build-up of dry powder.
