Trump, Ukraine & The Path to Peace

March 4, 2025
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Donald Trump’s recent comments on Ukraine have sparked outrage. He called Zelensky a dictator, suggested Ukraine was to blame for the war, and hinted that a peace deal could be struck in 24 hours. At face value, it sounds reckless. But is there a deeper strategy at play?

In this video, I discuss:

  • Why Trump is positioning himself this way on Ukraine
  • How the market is reacting to the shifting geopolitical landscape
  • What this means for the war—and for investors

The mainstream reaction has been predictable. Outrage, condemnation, and talk of Trump undermining Western unity. But whether you like his approach or not, it’s clear that global attitudes towards Ukraine are shifting and investors need to be paying attention.

Why This Matters

1. Western support for Ukraine is weakening

US and EU funding for Ukraine has become a political battle. Trump’s latest comments reinforce the growing shift away from unconditional support.

2. Markets hate uncertainty

If geopolitical momentum shifts towards negotiations, this will impact energy prices, defence stocks, and broader investor sentiment.

3. History shows that wars often end with diplomacy

Despite the rhetoric, major conflicts rarely end in total victory. If the political pressure to negotiate increases, what does that mean for global markets?

For investors, the key question isn’t whether you agree with Trump—it’s what happens next.

Disclaimer: These articles are provided for informational purposes only and should not be construed as financial advice, a recommendation, or an offer to buy or sell any securities or adopt any particular investment strategy. They are not intended to be a personal recommendation and are not based on your specific knowledge or circumstances. Readers should seek professional financial advice tailored to their individual situations before making any investment decisions. All investments involve risk, and past performance is not a reliable indicator of future results. The value of your investments and the income derived from them may go down as well as up, and you may not get back the money you invest.

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