Out of America's shadow: Why Trump's tariff chaos may be good for non-US stocks

Trump, tariffs and investors - portfolio institutional

What a difference a few months of President Trump makes. It was not so long ago that the US had been outperforming markets, had a stronger growth performance trajectory, larger capital inflows, and an appreciating currency. That picture has now unraveled at speed. A US recession now looks likely, with massive implications globally, as the dollar weakens and the investor appetite for exposure to US equities diminished, despite a pause in tariffs.…

Out of America's shadow: Why Trump's tariff chaos may be good for non-US stocks

Upending global investment and trade could benefit other countries at the expense of the US market, says Cris Sholto Heaton.