Antipodes Partners' Alison Savas: Trump's own goal could make the rest of the world great again

US exceptionalism questioned

clock • 4 min read

If uncertainty around tariffs and the unpredictability of US President Donald Trump’s administration persists, we will see weaker corporate investment, a looser labour market and potentially higher savings rates from nervous households.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

What Trump's Fed power grab means for portfolios
US

What Trump's Fed power grab means for portfolios

Central bank's independence threatened

Alex Sebastian
clock 10 September 2025 • 11 min read
BoE's Andrew Bailey: Fed going down a 'dangerous road'
US

BoE's Andrew Bailey: Fed going down a 'dangerous road'

'Very concerning'

Patrick Brusnahan
clock 04 September 2025 • 1 min read
JPMAM's Katie Magee: Highlights from earnings season and the power of fundamentals
US

JPMAM's Katie Magee: Highlights from earnings season and the power of fundamentals

US earnings delivered 'well above expectations'

Katie Magee
clock 03 September 2025 • 4 min read
Trustpilot