Evenlode's Chris Elliott: Trading on tariffs and tension

Global recession fears

The recent implementation of sweeping tariffs by the US administration has significantly disrupted global trade dynamics, introducing heightened volatility and uncertainty into markets.

These protectionist measures have prompted fears of a global recession. In this turbulent environment, global equity investors face the formidable challenge of identifying companies that possess the resilience to withstand these disruptions and the agility to adapt to an increasingly unpredictable economic landscape. US 'in danger of throwing away 50 years of economic advantage' For companies, the impact of tariffs goes well beyond the immediate burden of higher import costs or export duties. Tariffs tend to fuel inflationary pressures, raising questions around consumer demand a...