Hot-take: The limit of Trump’s power, lower UK rates and market signals update

Prepared for UK professional advisers only. In this hot-take, Managing Director Charlie Parker and CIO Fahad Hassan examine whether the tariff drama of recent weeks has actually shown us the limits, rather than the extent of President Trump. They consider whether the Bank of England rate cut will let Rachel Reeves change tack as well as giving an update on the market signals that drive our tactical asset allocation.

 

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