Tariff Turmoil
A topic front of mind for every investor at the moment is the potential impact of tariffs on the global economy. The Trump administration in the US has imposed tariffs on specific countries including Canada, Mexico and China, tariffs on specific industries including cars, steel and aluminium, culminating in the announcement of 'reciprocal tariffs' on goods imports from nearly every country in the world, which have since been delayed. In this podcast, I discuss the likelihood these tariffs will be enacted, and the implications for the US, Australian and world economy with Fidante Investment Specialist, James Clark.
Finding Alpha
The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.
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Jonathan Kearns is Chief Economist and Head of Regulatory Affairs at Challenger, where he also sits on the investment committee. He worked for 28 years at the Reserve Bank of Australia, occupying a wide range of senior roles, including Department Head for Domestic Markets Department, Financial Stability Department, Economic Analysis Department and Economic Research Department. He also led the Bank’s work on climate change across four departments. Jonathan also worked at the Bank of International Settlements in Basel. He has published research in the fields of international finance and macroeconomics. He has a Ph.D. from Massachusetts Institute of Technology and Bachelor of Economics (Honours) from the Australian National University.
Jonathan Kearns is Chief Economist and Head of Regulatory Affairs at Challenger, where he also sits on the investment committee. He worked for 28 years at the Reserve Bank of Australia, occupying a wide range of senior roles, including Department...
Expertise
No areas of expertise
Jonathan Kearns is Chief Economist and Head of Regulatory Affairs at Challenger, where he also sits on the investment committee. He worked for 28 years at the Reserve Bank of Australia, occupying a wide range of senior roles, including Department...
Expertise
No areas of expertise
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