Rob Haworth, Senior Investment Strategist at U.S. Bank, and Zachary Hill, Head of Portfolio Management at Horizon Investments, tackle the potential fallout from Trump's tariff policy on global equities. They discuss consumer health and corporate earnings amid economic uncertainty, showcasing resilience against inflation. The duo also highlights investment opportunities beyond U.S. borders, particularly in Europe and Asia, as well as insights on the upcoming BOJ rate hike and its implications. Expect strategies for navigating the evolving market landscape!

Stephanie Leung, Chief Investment Officer at StashAway, shares her expertise on how recent US tariffs on China are shaking up global markets. Zachary Hill, Head of Portfolio Management at Horizon Investments, sheds light on market behavior during this turbulent time. They discuss the economic repercussions of the US-China trade war, including shifts in Asia-Pacific markets and the influence of tariffs on investment strategies. Additionally, advanced AI developments and their potential effects on the housing market in China are explored.