Tariffs, tensions & trade: How US policy is reshaping global markets

from Let’s Talk Markets · host Zenith Investment Partners

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.

Episode metadata supplied by the publisher feed · Published May 28, 2025

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Tariffs, tensions & trade: How US policy is reshaping global markets

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