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Personal Finance/Market Insights] Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing
Executive Summary
The global capital markets stand at an inflection point. Three disruptive forces—tariff realignments, AI-driven productivity, and the democratization of retirement capital through alternative assets—are colliding to reshape investment paradigms.
President Trump’s August 2025 executive order allowing 401(k) retirement plans to invest directly in
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