As concern about economic and geopolitical uncertainty continue to rattle markets, fund managers have increasingly looked to pivot their portfolios towards positions with greater immunity from tariff tumult.
While many investors opted to jump on the gold rush bandwagon or place their faith in notion that ‘cash is king' to withstand the unpredictability of Oval Office policymaking, professional stock pickers selected their own safe haven equities. At a media roundtable focused on 100 days of Donald Trump's presidency, James Thomson, fund manager of the Rathbone Global Opportunities fund, explained that he has a five-year investment horizon and has been looking at "all weather" companies to add to his portfolio. European markets rally as Trump retreats from 50% tariff threat "I think t...
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