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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 crypto,
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