14th April 2025

Tariff Breakups, Rebound Flings

This trade saga is starting to feel like a bad romcom. And the course changes are happening so rapidly that any strong view put on paper is a hostage to fortune; either useful guidance, or something to wrap the fish and chips in. Still, here goes. At the time of writing – midway through trading on 10 April, this observer would consider reducing risk exposure on strength.

Investment Commentary, Investments

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