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.
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Trump’s on-off tariffs drive market volatility
Economic experts warn that the uncertainty surrounding Trump’s escalating tariffs is driving significant market fluctuations.
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.
