• GCP Short: Tariffs, Turmoil & Active Investment Management

  • 2025/05/05
  • 再生時間： 34 分
  • ポッドキャスト

GCP Short: Tariffs, Turmoil & Active Investment Management

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  • In this GCP Short, produced in partnership with London &Capital, we take a closer look at the volatile international trade war kicked off since President Donald Trump was inaugurated for his second term and the consdierations for captives and their investment strategies.

    In a 30 minute discussion, I am joined by Chris Dalziel, executive director, and James Mee, co-head of multi-asset strategies, to provide analysis of the knock-on effects of the tariff back-and-forth to date, balancing the long and short-term priorities for captive investment portfolios, and why an active investment strategy can be effective in a volatile environment such as this.

    As reported on Captive Intelligence in March, longtime Friends of the Podcast London & Capital will be ⁠rebrandedas W1M⁠ in June after its merger with Waverton Investment Management last year.

    For the latest news, analysis and thought leadership on the global captive market, visit Captive Intelligence and sign up to our twice-weekly newsletter.
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あらすじ・解説

In this GCP Short, produced in partnership with London &Capital, we take a closer look at the volatile international trade war kicked off since President Donald Trump was inaugurated for his second term and the consdierations for captives and their investment strategies.

In a 30 minute discussion, I am joined by Chris Dalziel, executive director, and James Mee, co-head of multi-asset strategies, to provide analysis of the knock-on effects of the tariff back-and-forth to date, balancing the long and short-term priorities for captive investment portfolios, and why an active investment strategy can be effective in a volatile environment such as this.

As reported on Captive Intelligence in March, longtime Friends of the Podcast London & Capital will be ⁠rebrandedas W1M⁠ in June after its merger with Waverton Investment Management last year.

For the latest news, analysis and thought leadership on the global captive market, visit Captive Intelligence and sign up to our twice-weekly newsletter.
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