Chris Adam

Tue, Jun 3, 2025, 5:02 AM3 min read

Generally, when it comes to the stock market, the president can have a big impact on its ups and downs. However, this position of power is not the only factor, as consumer behavior, the Federal Reserve and global trade all have a strong influence over how your investments will perform. President Trump’s floundering and at times confusing tariff announcements do seem to have at least temporarily affected stocks negatively, but this is not necessarily a reason to panic as most investing experts still maintain that you should play the long game.

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To better understand how some of Trump’s policies could affect investment opportunities throughout the rest of 2025, GOBankingRates spoke with some financial experts for their predictions about what to expect in the months ahead.

Samita Malik, head of insurance, tax and estate planning at Arta Finance, said the energy sector is one particularly worth watching now that Trump is back in the White House.

“The energy sector, including fossil fuels, is poised to grow from favorable regulatory policies under the Trump administration, given recent indications from the Department of Energy about natural gas production,” Malik said.

However, according to Malik, proposed reductions in federal support for renewable energy, including the elimination of green subsidies and the expansion of tariffs on imports like Chinese solar panels, could slow the growth of the renewable sector.

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For investors interested in tech, Malik said it’s still too early to tell which, if any, parts of the sector will benefit disproportionately and sustainably under the current administration.

“On the one hand, imposing tariffs on tech components may disrupt global supply chains, leading to increased production costs and potential delays,” Malik said. “On the other hand, proposed tax reforms, including possible reductions in corporate tax rates, could increase profitability for tech companies.”

Analysts are going to be watching how moves and policies by Trump impact the abilities of businesses to harness the power of artificial intelligence (AI).

“AI has, and will continue to, have a profound impact across industries, and investment management is no exception,” Malik said. “AI is transforming the investment landscape by offering deeper insights, reducing human bias, and enabling faster decision-making — all at a fraction of the cost of traditional human-dependent models.”