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Episode #7 | Tariffs, tipping points and butterfly effects: Trade turbulence hits global markets
In this episode of The Active Investor with SGH, Steve Hiscock is joined by Chief Investment Officer Rob Hogg to unpack the global impact of the sweeping US tariff announcements made overnight, and what they mean for investors.
With new tariffs targeting not just China (up 54%) but also key allies including Taiwan (32%), India (26%), Korea (25%) and Japan (24%), and existing tariffs on Canada and Mexico remaining unchanged, this marks a dramatic escalation in US trade policy.
Steve and Rob discuss:
- Initial market reactions across equities, rates, and currencies
- What Trump's emphasis on "reciprocity" really signals
- How different countries — including Australia — may be affected
- The inflationary and monetary policy implications globally
- Europe's fiscal response, China's potential stimulus, and macro crosswinds
- What this means for portfolio positioning in an environment of heightened uncertainty.
This episode provides timely and thoughtful analysis for investors seeking to navigate a rapidly changing geopolitical and economic landscape.
Recorded: Thursday, 3 April 2025
Subscribe for more episodes on global markets, macro themes, and active investing strategies.
Website: https://sghiscock.com.au/
LinkedIn: https://www.linkedin.com/company/sg-hiscock-company/
🔗Disclaimer: This podcast is produced by SG Hiscock and Company. It does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives. Financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. Please refer to the podcast description for full disclosures - https://sghiscock.com.au/podcast-disclosures-and-disclaimers/.
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By SG Hiscock and CompanyIn this episode of The Active Investor with SGH, Steve Hiscock is joined by Chief Investment Officer Rob Hogg to unpack the global impact of the sweeping US tariff announcements made overnight, and what they mean for investors.
With new tariffs targeting not just China (up 54%) but also key allies including Taiwan (32%), India (26%), Korea (25%) and Japan (24%), and existing tariffs on Canada and Mexico remaining unchanged, this marks a dramatic escalation in US trade policy.
Steve and Rob discuss:
- Initial market reactions across equities, rates, and currencies
- What Trump's emphasis on "reciprocity" really signals
- How different countries — including Australia — may be affected
- The inflationary and monetary policy implications globally
- Europe's fiscal response, China's potential stimulus, and macro crosswinds
- What this means for portfolio positioning in an environment of heightened uncertainty.
This episode provides timely and thoughtful analysis for investors seeking to navigate a rapidly changing geopolitical and economic landscape.
Recorded: Thursday, 3 April 2025
Subscribe for more episodes on global markets, macro themes, and active investing strategies.
Website: https://sghiscock.com.au/
LinkedIn: https://www.linkedin.com/company/sg-hiscock-company/
🔗Disclaimer: This podcast is produced by SG Hiscock and Company. It does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives. Financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed. Please refer to the podcast description for full disclosures - https://sghiscock.com.au/podcast-disclosures-and-disclaimers/.