In our latest episode of Citrus Insights, Richard Harris speaks to Lindsay James, Investment Strategist at Quilter Investors and a regular commentator on Sky News and CNBC.
With global markets shaken by President Trump’s new tariffs, Lindsay helps us unpick what’s happening — and what it really means for investors here in the UK.
Key Takeaways from This Episode:
- Where we stand with tariffs: The new 10% baseline on imports, auto and metal sector penalties, and China’s effective trade embargo.
- Why markets reacted so sharply: Despite Trump’s campaign promises, the scale and blunt application of tariffs caught investors off guard.
- The knock-on effects: From higher costs and slower growth to weakened US dollar confidence.
- Europe’s potential resilience: Could European markets benefit from the disruption? Lindsay offers her view.
- Opportunities and caution ahead: Why diversification is critical — and why active management could shine.
- Long-term optimism: Despite short-term noise, Lindsay explains why the broader economic fundamentals remain supportive for patient investors.
Lindsay’s clear message: Stay focused on your goals, stay diversified, and remember that disruption often brings opportunity for the long-term investor.
Watch the full episode now
Whether you’re feeling cautious or curious, Lindsay offers clear, practical insights that align with the Citrus Financial approach to investing wisely through uncertainty.
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