Arnab Das of Invesco analyses the US GDP dip. He attributes it to increased imports and policy uncertainties post Liberation Day. Tariff volatility and the ‘culture war’ also contribute. Trump administration’s actions against American institutions create uncertainty. Recent court rulings impact the trade war. Markets show a ‘soft dollar’ trend with international currencies performing well.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,