What Trump’s Tariffs Mean for Investors: Insights from Lindsay James

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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