Economy
-
Trump’s tariffs and unintended consequences: Antipodes Partners’ Mitchell asks could they be making the rest of the world great again?
As Trump’s sweeping new tariffs continue to send shockwaves through global markets, US equities suffer their worst quarter in over a decade…
-
MAPFRE AM: What effects will Trump’s universal 10% tariff have on the economy?
“Tariff is the most beautiful word in the dictionary.” These were the words of Donald Trump on October 15, shortly before the…
-
The IA: At the moment, the only certainty seems to be uncertainty
Commenting on President Trump’s decision on tariffs, Miranda Seath, Director of Market Insights at the Investment Association, said: “There was a flood…
-
Schroders on Liberation Day: Inflation up, growth down – and a huge dollop of uncertainty
In response to international trade tariffs announced in the last 24 hours, Johanna Kyrklund, Group Chief Investment Officer, Schroders and George Brown, Economist at…
-
Morningstar: How have Liberation Day tariffs impacted sectors across Europe?
With 25% tariffs on the EU, and 10% on the UK, Morningstar’s equity research team have delved into the sector impact across…
-
JOHCM UK Equity Income Fund: Performance, portfolio activity, dividend update and outlook
The UK market succumbed to some of the global pressures in March, with tariff-driven concerns impacting markets globally. The performance gap between…
-
Trump’s ‘Liberation Day’ tariffs: analysis and reaction examining what wealth managers need to know
So now we know the extent of it. President Trump has unveiled his long-anticipated so-called, ‘reciprocal’ tariff plan, dubbing it ‘Liberation Day’…
-
Aberdeen: Five questions (and answers) ahead of Trump’s tariff announcements
Trump’s announcements are expected to push the average US tariff rate well above 10%, though we think some tariffs will be partially…
-
BNY: Three considerations ‘come into play’ for Trump’s Liberation Day
Ahead of Trump’s ‘Liberation Day’ announcements, Vincent Reinhart, Chief Economist at BNY, has shared three factors which should be considered. “The argument…
-
CMC Markets: Donald Trump at the poker table – “Liberation Day” and decision time
Today, Donald Trump is going all in. While it’s possible that the U.S. President may ultimately push through and negotiate better deals…
Wealth DFM Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
Wealth DFM Talk Podcast – listen to the latest episode
