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Optimism gives way to uncertainty

Optimism gives way to uncertainty

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 US company executives can tend to be ‘hardwired’ for optimism but, after the Trump rally at the end of 2024, euphoria has given way to an environment of disruption and uncertainty. Portfolio managers Julian Bishop and James Ashworth discuss how this is impacting global equity markets thus far this year, how it differs substantially from 2024 and what that might mean for the rest of the year.

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