Volatility, crypto, and defence dominate – One year of Trump

Neil Wilson, Investor Strategist at Saxo UK reports on which stocks have performed the best across the world in the 12 months since President Trump was elected.

Neil Wilson: “defense names really stand out globally one year into President Trump’s presidency. In Europe, his pressure on NATO members to take greater responsibility for their own defense spending has triggered a paradigm shift in how the continent views security, and that’s been reflected in the strength of European and UK defense stocks.

“In the US, it’s a similar story but with a distinctly ‘Trumpian’ twist, Robinhood and Palantir both capture the spirit of this era: volatility, crypto, and deep integration with the US defense establishment. Even AI and semiconductors tell a Trump story, with the administration doubling down on American technological dominance through chip export controls and its broader trade stance with China. You can even trace the rally in precious metal miners to Trump-era market psychology, as global central banks diversify away from Treasuries and gold prices climb. In short, Trump has been at the heart of just about everything driving markets over the past year, from defense and AI to crypto and commodities.”

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