Despite alarming headlines about fresh tariffs, fractured alliances, and growing fears of recession, there are strong reasons for investors to remain optimistic, according to Nigel Green, CEO and founder of deVere Group.
In a note sent to crypto.news, Green countered the bearish narrative, arguing that the global economy and financial markets are demonstrating remarkable resilience in the face of President Donald Trump’s aggressive trade policies. Rather than collapse, Green sees recalibration — and even opportunities — for savvy investors.
Stimulus and Strategic Action Fueling Growth
Central banks and governments are taking proactive steps to support growth. Green highlighted the European Central Bank’s third rate cut of the year, which lowered the deposit rate to 2.25%. India has also eased monetary policy, and U.S. markets are pricing in at least one Federal Reserve rate cut by the end of 2025.
On the fiscal side, the European Union recently approved €12 billion in new defense spending, while Germany and France have introduced fresh tax incentives to stimulate domestic manufacturing. “This is not 2018,” Green said. “Back then, countries were caught off guard. Now, they’re responding with stimulus, strategy, and speed.”
Global Economies Adapting, Not Crumbling
Key growth metrics remain encouraging. China’s Q1 GDP growth of 5.4% beat expectations, and emerging economies like Vietnam, Indonesia, and the Philippines are ramping up public investment and regional trade initiatives through ASEAN. Even in the U.S., despite a -2.5% GDP contraction in Q1, low unemployment (3.8%), rising wages (4.1% YoY), and steady consumer demand point to underlying strength.
In Europe, the spring forecast projects 0.8% growth in 2025, with even stronger momentum expected by 2026, fueled by investments in defense, infrastructure, and green technologies.
“This is not a crisis. This is recalibration,” Green emphasized.
Investor Behavior Signals Adaptation, Not Retreat
Market dynamics also paint a resilient picture. The S&P 500 has rebounded above 5,460, the Dow Jones is trading above 40,000, and European equities remain firm. Investor flows into Asia-focused ETFs and global defense funds are increasing, reflecting a strategic repositioning toward regions and sectors best equipped to thrive amid shifting trade patterns.
“There’s been a regime shift,” Green explained. “But it’s one that opens up new opportunities.”
Change, Not Collapse
While Trump’s trade policies are undoubtedly reshaping the global economic landscape, Green cautions against interpreting these shifts as signs of collapse. With central banks easing, governments investing, and investors adapting, the fundamentals continue to offer reasons for optimism.
“The headlines might be alarming, but the fundamentals—if you’re paying attention—are actually giving investors reasons to cheer,” Green concluded.
