Can you diversify away from tariff volatility?

Markets have been in a tetchy state ever since Donald Trump announced he was launching a trade war with the entire planet (or maybe not as it later turned out). This week David Thorpe and Joseph Wilkins are joined by Julien Dauchez, head of portfolio consulting at Natixis, to discuss whether it's possible to diversify away from the noise during a particularly volatile period. They also discuss why markets are particularly sensitive to geopolitical risk at the moment and whether Treasuries are still the safe haven asset we all thought they were. The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions. To receive the Asset Allocator email in your inbox for free, sign up here. Hosted on Acast. See acast.com/privacy for more information.