Donald Trump’s tariffs, the threat of an all-out trade war, and the risk of a US recession, are giving investors whiplash.
Tim Hext runs the Government Bond portfolio at Pendal Group. He talks to Sean Aylmer about navigating choppy markets - and why things might not be as bad as they appear.
This is general information only and you should seek professional advice before making investment decisions.

The Saturday Edition | 14 Mar 2026
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