Trump 2.0: More guns, less butter in a new global order?

How do we navigate a “more guns, less butter” world and what are the ESG implications?

The early months of the second Trump presidency have already sent strong signals of systemic realignment in global trade and defence. From the dismantling of multilateral trade norms to escalating demands for NATO allies to increase military spending, Trump 2.0 is reshaping the foundational institutions built after World War II.

In this article, we explore how these shifts have profound environmental, social and governance implications for investors like U Ethical, where long-term portfolio strategy is founded.

Click here to read now.

Author

Rachel Alembakis, Stewardship Manager

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