The ‘America First’ policy and your investment portfolio
Over the past year, US economic policy has taken a sharp turn. The Trump administration seems determined to put “America First” above all else, stepping back from the globalised, alliance-driven approach that shaped the post-Cold War era. It’s debatable whether this direction is right or wrong, both economically and morally, but for now investors should be aware of how it impacts portfolios.
Simply put, America First means deploying trade policy, fiscal spending, regulation and industrial support to prioritise US domestic growth and employment over global integration or care for long-standing alliances. White House policy is now designed to strengthen areas deemed critical to security, competitiveness and AI technological leadership. For a more complete summary of the story, please see the below link:
Published on: Jul 17, 2026 12:59 PM