The US economic orchestra has been playing a peculiar tune lately, with President Trump wielding his conductor’s baton in ways that have left both markets and overseas trading partners scrambling to keep time. As we head through June, the 90-day pause on “reciprocal” tariffs – that brief intermission following April’s dramatic “Liberation Day” announcements – is approaching its expiration date. The question isn’t whether the music will resume, but rather what melody we’ll hear next. We discuss the implications for markets and portfolio construction and share our top investment themes.
Hosted by Nick Perryman, Vice Chairman
Important notice: InCred Global Wealth Limited is a private limited company registered in England and Wales (14019047), authorised and regulated by the Financial Conduct Authority (998961). Its registered office is 5-10 Bolton Street, London W1J 8BA, UK. Redistribution or reproduction of this recording is prohibited without written permission. This recording is not intended to provide personal investment advice, and it does not consider the specific investment objectives, financial situation and the particular needs of any specific person who may receive this recording.Investors should seek independent financial advice regarding the suitability and/or appropriateness of making an investment or implementing the investment strategies discussed in this recording and should understand that statements regarding prospects may not be realized. Past performance is not necessarily indicative of future results. This recording may contain forward-looking statements or forecasts - such forecasts are not a reliable indicator of future performance. This recording is not intended to, and does not, constitute an offer or solicitation to buy and sell securities or engage in any investment activity. This recording is for informational purposes only.
