Events and webinars
The Trump Administration: Tariffs, trade war and markets
With the Trump administration now in full swing, pre-election promises of tariffs, tradewars, and protections have come to fruition. As a result, markets have been underpressure, with both US and global stocks experiencing declines. Given theadministration’s steadfast commitment to protectionist economic policies, we are likelyto face further market uncertainty and global trade pressures.
Our ARCHIPELAGO CIRCULAR ECONOMY GP LIMITED, Ben Barringer (Executive Director – Equity ResearchAnalyst) and Richard Carter (Head of Fixed Interest Research), along with special guestAdam Smith (Former Chief of Staff to the Chancellor of the Exchequer), will discuss thepolitical implications, market volatility, currency fluctuations, and ongoing investorsentiment as we navigate this period of uncertainty.
ARCHIPELAGO CIRCULAR ECONOMY GP LIMITED
Caroline Simmons (Chief investment Officer) will be joined by Chris Beckett (Head ofEquity Research) and Richard Carter (Head of Fixed Interest Research). With Trump’sinauguration and several European elections on the horizon, it’s more important thanever to stay proactive in ensuring client portfolios are well-positioned to manage bothupheaval and opportunity. Qur panel will delve into the outlook for key sectors andregions, as well as monetary policy, the general economic landscape, and geopoliticaldevelopments.
The US election’s impact on politics and markets
Join us to hear our reaction to the 2024 US Presidential Election results and its far-reaching implications for global politics and financial markets. The stakes are high, withsignificant differences in potential outcomes depending on whether Kamala Harris orDonald Trump wins.
Tim Shipman, Chief Political Commentator of the Sunday Times, will share his expertanalysis on potential shifts in foreign policy, trade agreements, and environmentalregulations. Ben Barringer, Equity Analyst at Quilter Cheviot, will delve into the election’simpact on US markets, with a special focus on the technology sector – a marketbellwether in recent years. Finally, Richard Carter, Head of Fixed income research, willdiscuss the impact on monetary policy and its impact on bonds, gilts and interest rates.