The panel unpack details of the swathe of tariffs announced by US President Donald Trump. They discuss what was announced, their curious calculations, the implications on nations and stocks, and what retaliations could occur.

Dave Baxter joins to discuss global equity funds, the topic of this week’s Big Read. Dave and Dan unpack the thinking behind the piece, some of the companies that crop up in the funds mentioned, including the most popular of the Magnificent Seven and more.

Lastly, Jemma Slingo covers the latest on Aviva (AV.), which is attempting to cancel its preference shares. It argues they are an ‘inefficient form of funding’, but investors are not too happy with the move.

Timestamps

1:41 Tariffs

21:15 Global equity funds

28:15 Aviva

Claim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial

*After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.

Hosted on Acast. See acast.com/privacy for more information.

What Trump’s tariffs mean for stocks: The Companies and Markets Show

Investors' Chronicle

What Trump’s tariffs mean for stocks: The Companies and Markets Show