Let’s Talk Markets

← 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 markets28 mei 202511 min

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.