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

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Manage episode 485354847 series 3625459
Content provided by Zenith Investment Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zenith Investment Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

16 episodes

Artwork
iconShare
 
Manage episode 485354847 series 3625459
Content provided by Zenith Investment Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zenith Investment Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

16 episodes

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