Ahmed Riesgo

This discussion features Stephanie Leung, Chief Investment Officer at StashAway, who offers insights on the impact of U.S.-China trade tensions on global markets. She highlights China's fierce response to new tariffs and the potential risks for companies navigating these challenges. Ahmed Riesgo, Chief Investment Officer at Insigneo Securities, shares his thoughts on bond market volatility and recession fears. Together, they explore how investors can strategize amidst uncertainty and shifting market dynamics.

Ahmed Riesgo, Chief Investment Officer at Insigneo, and Skyler Weinand, Chief Investment Officer at Regan Capital, dive into the ramifications of Trump's newly announced tariffs impacting major trading partners. They discuss how these tariffs, particularly the proposed 25% levies on Japan and South Korea, trigger significant market reactions and uncertainties. The conversation shifts to inflation concerns and the potential long-term stability of markets. Additionally, they touch on investment opportunities in international markets amidst the evolving economic landscape.

Ahmed Riesgo, Chief Investment Officer at Insigneo, discusses the bounce back of Japanese stocks due to shifts in US futures and the implications of the unwinding yen carry trade. Nick Schoenmaker, Client Portfolio Manager at Drummond Capital, delves into recent U.S. market movements and recession risks tied to disappointing employment reports. Monika Bičkauskaitė, Public Policy Director at Key Elements Group, sheds light on how inflation trends affect Japanese equities and explores the rising tensions between Israel and Iran and their potential impacts on global markets.