Is it time-out for Trump’s tantrum?
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In this episode of Money, Markets & Masterminds, Citywire South Africa is joined by Morningstar SA’s head of investment Sean Neethling to unpack the so-called Trump tariff tantrum. With sweeping US tariffs hitting markets globally – and South Africa not spared – we explore what this geopolitical jolt means for investors, asset prices, inflation, and interest rates.
Neethling offers a level-headed analysis of the risks and opportunities emerging from this protectionist pivot, including which sectors and countries are most exposed, why US small caps might still offer value, and how local bonds are holding up under pressure.
Whether you’re feeling fearful or greedy, this episode is your anchor in uncertain waters – full of insights to help you ask the right questions and position portfolios for whatever is next.
Tune in to find out more.
Neethling offers a level-headed analysis of the risks and opportunities emerging from this protectionist pivot, including which sectors and countries are most exposed, why US small caps might still offer value, and how local bonds are holding up under pressure.
Whether you’re feeling fearful or greedy, this episode is your anchor in uncertain waters – full of insights to help you ask the right questions and position portfolios for whatever is next.
Tune in to find out more.