US President Trump's plan to impose 25% tariffs on European imports triggered a sell-off in European markets. The European Stoxx 600 had its worst day of the year, while US markets closed flat. Bonds and currencies also felt the impact of the tariff news, with gold hitting a new all-time high overnight. And we also have Nicolas Jordan from the CIO office on the show to discuss the reasons behind this year's impressive rally in European equities and why he believes the US market remains a structural overweight.
00:00 Introduction by Helen Freer (Investment Writing)
00:54 Markets wrap-up by Jan Bopp (Investment Writing)
06:21 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)
09:32 Closing remarks by Helen Freer (Investment Writing)
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