4 Articles
4 Articles
Portfolio Perspectives: Trump, tariffs and how we're tilting portfolios in tech - Sarasin & Partners UK
In the first episode of our new video series, Tom Santa-Olalla, Senior Associate Partner, talks to Phil Collins, Chief Investment Officer, Multi-Asset, about global portfolio positioning, and what impact the new Trump administration has had on our investment thinking. Having benefited from an overweight stance in equities in 2024, Phil explains the rationale for having recently reduced that to a neutral position. This encompasses uncertainties i…
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