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Investment Uncut: The quick take on US foreign policy shifts and their market impact
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We’ve seen a flurry of activity in US foreign policy since the start of the year, from military involvement in Venezuela to renewed tensions over Greenland, the return of tariffs as a negotiation tool and a sweeping pullback from global institutions.
In this episode of the Quick Take, Jacob, Mary and Letty discuss the fast evolving landscape of US foreign policy under President Trump. They unpack how these moves are interacting with global markets and highlight what this means for the themes we believe investors should be watching as they navigate 2026.
While we focus on the economic implications of these events, we acknowledge and remain mindful of the human impacts of these as well.
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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