Adviser-Hub articles

Articles tagged: TARIFFS
abrdn_macroby120625 Partner Zone

Macro Bytes podcast: So was the trade war all just a fever dream?

In this new episode, we unpack the surprise US-China tariff truce, how it may influence other tariff negotiations and whether investors can finally relax.

Aberdeen Investments 12th Jun 2025

bg_trumpt230625smll Partner Zone

Responding to Trump’s tariffs

Can any good come of Trump’s tariffs? Investment manager Steven Hay explains why he thinks that by adjusting asset allocation, the Baillie Gifford Managed Fund can explore the opportunities a...

Baillie Gifford 16th May 2025

cpg_podcastimga Podcast

Capital Group | Tariff impacts on global markets

Capital Group portfolio managers Jody Jonsson and Chit Purani discuss their views on the equity and fixed income markets amid rising tariffs and escalating trade disputes around the world.

Capital Group 13th May 2025

Partner Zone

Fidelity’s portfolio managers examine the impact of higher tariffs on emerging markets

As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings.

Fidelity International 12th May 2025

cpg_tariff090525 VIDEO

Capital Group | Tariff impacts on global markets

Tariffs levied by the Trump administration have sent global markets reeling. Watch Capital Group portfolio managers Jody Jonsson and Chitrang Purani assess th...

Capital Group 9th May 2025

Article-DonaldTrump-01-smll2024 Market Updates

Global updates: ‘Liberation Day’

April began with a bang with ‘Liberation Day’ – US President Donald Trump’s plan to ‘liberate’ the US from the perceived unfairness of trading arrangements with...

Adviser-Hub 9th May 2025

Article-Building-04-smll2024 Analysis & Opinion

The Week: A big week for central banks

The tariff regime will have prompted plenty of head-scratching ahead of the interest rate decisions this week.

Adviser-Hub 8th May 2025

Partner Zone

Fidelity’s portfolio managers examine the impact of higher tariffs on emerging markets

As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings.

Fidelity International 29th Apr 2025

cpg_quick140425 Partner Zone

Quick take on Trump’s tariff pause

Even if Trump negotiates deals to mitigate the effects of tariffs relatively soon, Capital Group believes we should consider a scenario where he continues to disregard historical norms in policy de...

Capital Group 14th Apr 2025

cpg_tariffs140425 Partner Zone

What do tariffs mean for emerging market debt?

Capital Group’s Kirstie Spence assesses how EMs will be impacted by the tariffs.

Capital Group 14th Apr 2025

Article-Animals-Bear-01-smll2024 Market Updates

Global updates: Tariffs – the most beautiful word?

The trade wars waged by US President Donald Trump continued in March amid fresh announcements of levies on imports including cars and car parts, and steel and aluminium. President Trump warned of s...

Adviser-Hub 9th Apr 2025

Upfront-Tariffs_vidimg VIDEO

Baillie Gifford | Upfront: Tariffs, Minerals and Managed Fund

Financial journalist Cherry Reynard and Baillie Gifford investment manager Steven Hay explore Trump's tariffs, interest rates and the Baillie Gifford Managed Fund's bond holdings in the lat...

Baillie Gifford 7th Apr 2025

Article-America-02-smll2024 Analysis & Opinion

The Week: Liberation day: clarity remains elusive

Donald Trump’s tariffs have been announced, but the real cost for businesses and the impact on the world economy are still unclear.

Adviser-Hub 3rd Apr 2025

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