Trump's Tariff Jungle – Risk, Dominance and New Rules for Investors (EN)

This episode explores how U.S. economic dominance, political
unpredictability and evolving tariff policies are influencing
global markets. The speakers discuss how trade conflicts,
regulatory shifts and geopolitical tensions affect asset
allocation and what role the U.S. should play in diversified
portfolios.


The conversation highlights the challenges investors face when
navigating an environment shaped by erratic policy decisions,
sector‑specific risks and shifting global power dynamics. The
panel provides practical insights into strategic positioning,
risk management and opportunities that may arise as markets adapt
to new rules and political realities.


More podcast episodes and information:
www.finanz-ch.ch


Further information on participating companies:


Graubündner Kantonalbank (GKB), https://www.gkb.ch

Assenagon Asset Management, https://www.assenagon.com

J.P. Morgan Asset Management, https://am.jpmorgan.com

Complementa AG, https://www.complementa.ch



Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.


 


EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.