Matt Henderson, Portfolio Manager, covers the market reaction to President Trump raising tariffs on Chinese imports to a total of 104%. With further commentary on the inflationary backdrop in the UK and Europe, could oil pricing be the catalyst for interest rate cuts?

Kevin Kidney, Head of Investments, looks at the continuing market volatility caused by US tariffs and how the Investment Management team are adjusting the True Potential Portfolio’s with a focus on reducing US equity exposure and increasing our fixed income allocation.

Sebastian Mackay, Investment Director, looks back at last week, which saw a significant drop in the stock market, following the US liberation day tariff policy coming into effect. US economic aggression appears to be bringing the wider world together, with trade talks between Europe and China already underway, but investors are concerned that the current trajectory of US policy could send them and perhaps the global economy into a recession.

Paul Durrans, Investment Director, and Matt Henderson, Portfolio Manager, look at the recent tariff announcements from President Trump, the global trade implications and the market reaction to the unexpected magnitude of the policy. They also look into the impacts of the policies on the consumer and the importance of diversification to investors during times of increased volatility.

Sebastian Mackay, Investment Director, looks at the market effects of yesterday’s ‘liberation day’ tariffs, Trump’s aims of weakening the dollar to forge trade deals and revitalise US manufacturing, and the potential for the US losing its reserve currency status

Matt Henderson, Portfolio Manager, looks at ‘liberation day’, in which the tariffs announced by President Donald Trump will take effect immediately. However, there is still an ambiguity and uncertainty to the terms of the tariffs that take effect today, and the headlines are beginning to reflect in US economic data, prompting action from US firms.

George Bell, Portfolio Manager, looks back at the first quarter of 2025 which saw a pickup in volatility across markets, driven by geopolitical tensions, trade policy shifts, and evidence of cooling economic demand.

Kevin Kidney, Head of Investments, looks back at the recent market disruption that President Trump’s fiscal policy has caused ahead of further tariffs going ahead this week. Headline US jobs data will also be released this week which is expected to reflect the administration's recent actions with further impacts from DOGE (Department of Government Efficiency) on the horizon.

Paul Durrans, Investment Director, and Joe Forward, Investment Analyst, look at the key drivers and events which have impacted markets this week. Tariffs continued to dominate the market outlook, with a surprise 25% tariff on all US auto imports. Closer to home, they discuss the consequences from the Spring statement, as well as the more encouraging UK inflation and retail sales.

Matt Henderson, Portfolio Manager covers the new announcement from the US which will place a 25% tariff on all automobile imports and subsequently all manufacturing components. The US technology sector is already reacting to broader tariffs possibilities as well will include semi-conductors which are essential to their business.