In the constantly changing political and economic environment, our latest report focuses on Trump, tariffs, markets, and portfolios.
In a slight change to our usual format, we bring you a combined video on economy and markets, which are currently dominated by US tariffs, and how the current outlook is entirely dependent on what happens next.
In the second and final video, we focus on portfolios, examining how they have been influenced by changing market conditions, the adjustments made to protect them, and the opportunities arising from market lows.