With the US economy, markets, and listed companies at the centre of global dynamics, we explore the key themes affecting investors today.
This edition of the Sarasin House Report centres on the enduring global impact of President Trump’s ‘Liberation Day’ tariffs and broader economic policies, which continue to shape markets and investor sentiment well into 2025. We assess the market’s unexpected resilience to tariff-led volatility and the prospects for a weaker US dollar. We also unpack currency risk management and hedging strategies, and revisit the role of government bonds in balanced portfolios. Finally, we delve into the fast-evolving world of artificial intelligence, sharing insights from Silicon Valley alongside our stewardship efforts to promote ethical AI governance.
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