In this episode of clarityON, Chris Finch (Investment Analyst at clarity) is joined by Glyn Bolton (Investment Director at clarity) to explore how President Trump’s dramatic return to the White House has impacted global markets and economies in just six months.

From sweeping executive orders and aggressive tariff policies to shifting market dynamics, gold rallies, and a weakening US dollar, Chris and Glyn unpack what’s happened so far and what it could mean for investors, especially those in the UK. They also explore how Trump’s approach to geopolitics, interest rates, and economic policy is shaping the current investment landscape and what could lie ahead.

Topics covered include:

• Trump’s economic agenda: deregulation, tariffs, onshoring
• Market performance across the US, UK and Europe
• What’s driving gold and currency movements
• The role of the US dollar as the global reserve currency
• Risks and opportunities for UK investors
• Geopolitical flashpoints and investor sentiment

Whether you’re invested in US markets or simply trying to make sense of the global picture, this episode offers timely insights to help you stay informed and in control.

Want to understand how these developments could affect your personal portfolio?

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Performance Disclaimer:

Past performance is not an indication of future performance. The value of your investments can go down as well as up.

Legal Disclaimer:

Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone.

All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.

clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information.

Please contact your financial adviser if you require further support or assistance with any of the topics raised.