Trumps tariffs with Kameel Kapitan and Samantha Kay

In this episode, our host, Alison Moini, is joined by her colleagues Kameel Kapitan and Samantha Kay to discuss Trump's tariffs and what this means for investors’ portfolios.

Alison Moini

27 Mar 2025

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In our fourteenth Hosted by HRIS podcast, our host, Alison Moini is joined by her colleagues Kameel Kapitan, Client Portfolio Manager and Samantha Kay, Investment Client Portfolio Manager to discuss Trump's tariffs, and what this means for investors’ portfolios. In particular:

  • Navigating the Trump Tariff roller coaster
  • Trade deficits- are they all they’re cracked up to be and what does it mean for global markets?
  • How HRIS portfolios are positioned to navigate current market uncertainty

Plus more!

Listen to the full podcast below.