GCP Short: Tariffs, Turmoil & Active Investment Management
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GCP Short: Tariffs, Turmoil & Active Investment Management
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In this GCP Short, produced in partnership with London & Capital, we take a closer look at the volatile international trade war kicked off since President Donald Trump was inaugurated for his second term and the considerations for captives and their investment strategies.
In a 30 minute discussion, I am joined by Chris Dalziel, executive director, and James Mee, co-head of multi-asset strategies, to provide analysis of the knock-on effects of the tariff back-and-forth to date, balancing the long and short-term priorities for captive investment portfolios, and why an active investment strategy can be effective in a volatile environment such as this.
As reported on Captive Intelligence in March, longtime Friends of the Podcast London & Capital will be rebrandedas W1M in June after its merger with Waverton Investment Management last year.
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