Seraya Investment Webcast #3

The state of world trade following ‘Liberation Day’, and implications for Asian investors

This Insight is not investment advice and should not be construed as such. Past performance is not predictive of future results. Fund(s) managed by Seraya Investment may be long or short securities mentioned in this Insight. Any resemblance of people or companies mentioned in this Insight to real entities is purely coincidental. Our full Disclaimer can be found here.

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Welcome to Seraya Investment’s third investment webcast: Nik Hanim (Managing Director of AIMS Asset Management) in conversation with Andrew Limond (CIO of Seraya Investment).

The summary and transcript of this webcast is available here.

This webcast covers the following topics:

• The market sell-off following President Trump’s ‘Liberation Day’ reciprocal tariffs announcement and the subsequent market recovery;

• Trade negotiations between the US and its Asian allies;

• US and China trade frictions;

• The outlook for the global economy;

• US fiscal sustainability;

• The threat to the reserve status of the US Dollar, and why a secular US Dollar bear market has probably already started;

• The risk that ‘US exceptionalism’ and US equity outperformance is coming to an end;

• Portfolio implications for the Panah and Pasiwali Funds.

Thank you for watching.

The Seraya Investment Team

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