The Trump administration’s shock therapy may have triggered a decade of outperformance in the UK and European stock markets relative to the US. This policy shift is likely to have significant consequences for UK and European stocks and sectors.

UK equity managers Unicorn Asset Management would like to extend an invitation to hear from guest speaker Joachim Klement Head of Strategy at Panmure Liberum, on the implications for the dollar, tariffs, GDP, trade, and ultimately companies.

Agenda

Joachim Klement –  Panmure Liberum

• Trump shock therapy
• Currency, tariffs, trade implications
• MEGA (Make Europe Great Again)

Simon Moon & Fraser Mackersie – Unicorn Asset Management

• UK corporate health
• Noise vs. reality
• Fundamentals and opportunities