How US trade policy is reshaping global investment strategy
Sanlam Investments says rising protectionism may accelerate global economic fragmentation and force equity investors to rethink traditional strategies.
#tradebarriers
Trump’s economics: consumer confidence is the golden thread
During his first term, Donald Trump’s policies spurred a confidence-fuelled boom in US markets. With proposals for deeper tax cuts and renewed trade barriers, he’s aiming for a repeat performance.
