Can you diversify away from tariff volatility?
Markets have been in a tetchy state ever since Donald Trump announced he was launching a trade war with the entire planet (or maybe not as it later turned out).This week David Thorpe and Joseph Wilkin...
1 Touko 202525min
Market turmoil reveals the perils of owning US tracker funds
Donald Trump's policy decisions continue to reverberate through markets as he decides whether or not to fire Fed chair Jerome Powell.This week David Thorpe and Joseph Wilkins are joined by Eleanor Ing...
24 Huhti 202516min
How Donald Trump liberated the markets from going up
Earlier this month US president Donald Trump announced a series of 'reciprocal' tariffs on most countries in the world. This had the effect of tanking markets across the globe.This week Dave Baxter, J...
17 Huhti 202523min
What’s the role for high yield bonds?
Tacit Investment Management has one of the highest exposures to high-yield bonds of all the portfolio managers we cover.This week we are joined by Kypros Charalambous, investment director at Tacit, to...
10 Huhti 202516min
Can gold's growth be sustained?
The rising price of gold has been one of the stories of early 2025 so far and Stuart Clark, who runs Quilter's Wealthselect portfolios, is one of the allocators with a long-standing allocation to prec...
3 Huhti 202523min
Has Europe's time come?
The year has started brightly for the European market, with the Euro Stoxx 50 up more than 10 per cent since the start of 2025. But is that a sign Europe has turned a corner?This week Ian Rees, head o...
27 Maalis 202518min
Is now the time to worry about the US economy?
US president Donald Trump has said there might be "a little disturbance" as he imposes tariffs he claims are necessary. But fears of a recession in the US are growing.This week Joseph Wilkins and Davi...
20 Maalis 202525min
What to make of the US stock slide
Since the start of 2025, the S&P 500 is down nearly 5 per cent due in part to Donald Trump's 'will he, won't he' approach to tariffs. This week tariffs were on again (before they weren't) so the US bl...
13 Maalis 202525min
