The Investment Perspective, with Ninety One

Europe warrants a revisit as market forces change

The Trump administration’s varied and often controversial executive orders and policy changes have kept market participants on edge. US assets, having been a dominant force for investors for so long have recently underperformed. The fear is that certain measures, notably tariffs, will crimp economic growth and push inflation higher. Philip Saunders discusses whether these fears are justified and if other geographies might take advantage, with a focus on Europe.

19 Mar 2025

14 minutes

Philip Saunders
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Authored by

Philip Saunders
Director Investment Institute

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