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Tariffs, Tensions & Tactics: How U.S. Trade Moves Impact Your Investment Portfolio – with Liam Dawson
Manage episode 478660981 series 3602024
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This week on The Unusual Finance Chat, we unpack the ripple effects of rising U.S. tariffs on global and local investment strategies. Liam Dawson, Investment Analyst and Portfolio Manager at PortfolioMetrix, joins Tinus de Jager and Jacques de Villiers to explain how these trade tensions shape portfolio construction, where the risks lie, and what South African investors should watch out for. With his background in engineering, global asset analysis, and fixed income management, Liam brings a sharply analytical view to a complex global question.
Find us on your favourite podcast player. The Unusual Finance Chat.
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