
← Let’s Talk Markets28 mei 2025 · 11 min
Tariffs, tensions & trade: How US policy is reshaping global markets
Tariffs, tensions & trade: How US policy is reshaping global markets
Join us as Damien Hennessy, Head of Asset Allocation, explores the key themes shaping global markets, including:
the impact of evolving US tariffs and fiscal policy
why inflation and geopolitical risks are back in focus
opportunities in real assets, equities and global credit, and
how changing global dynamics are shifting portfolio positioning.