Wednesday May 28, 2025

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.

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