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Investment Uncut: The quick take on how tariffs have changed the global economy six months on
Investment Investment strategy EconomyWelcome to a brand new type of episode from us here at Investment Uncut. This is The Quick Take. Bitesize episodes where we discuss recent market events, topical issues and share our expert opinion on what long-term investors should be thinking about in response.
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The quick take on how tariffs have changed the global economy six months on
Six months on from “Liberation Day” and with tariffs still six times higher than at the start of the year, how has the global economy responded and what happens next?
Initially billed as a way to rebuild supply chains, bring manufacturing back onshore, and reduce US dependence on imports, the reality has proven more complex.
In this episode of The Quick Take, we speak to Anais Caldwell-Jones, Principal at LCP and member of our macroeconomic team, to explore how other major economies have responded to US tariffs, what is the impact on the macroeconomic picture, the market reaction so far, and what investors should be on the lookout in the near future.
Each LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP does not provide any warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. Past performance is not indicative of future returns. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
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