In this latest episode of 9 to 5 Live, François Savary (CIO, GENVIL SA) joins Mark Williams to discuss the real impact of tariffs, shifting global trade dynamics, and how investors should navigate the current macro environment.
Key Discussion Points:
UK-US trade deal: Limited in scope, minimal near-term impact
Tariffs: More damaging than anticipated, but fears may be exaggerated
Inflation data: A key driver for markets in the weeks ahead
Tax cuts: Potential friction in the bond market
Pharma stocks: Volatility expected with upcoming pricing reforms
Investment strategies: Must adapt to rising geopolitical risk
India: Emerging as a central player in global production
With equity rallies looking fragile and uncertainty rising, understanding the broader macro picture is more important than ever.
For more insights, visit Mark’s YouTube channel and follow the latest discussions.
