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2 September 2025 | 2:10 PM - 3:00 PM

Trump, Tariffs, and the Turbulence Ahead: cutting through the chaos

We are barely part way through the first year of Trump’s second term in the White House, and it  seems that the perpetual ‘noise’ surrounding his foreign policies, particularly his approach to  import tariffs, shows no sign of abating. It has indeed been a rocky start to the year for investors,  with no let-up in sight. This panel brings together experts from across the globe to deconstruct  the impact to markets in Europe, the US and Asia, along with South Africa. They will cut through  that noise to discuss just what is in store for investors, and how you as advisers can help your  clients overcome their panic and stay the course, despite the headlines.

Speakers

CEO

Liang Du

CEO
Prescient Private Fund Management
Managing Director, Head of the Americas

Sangeeth Sewnath

Managing Director, Head of the Americas
Ninety One
Director: Portfolio Specialist

Debra Slabber

Director: Portfolio Specialist
Morningstar Investment Management
International Economist

Grant Slade

International Economist
Morningstar Investment Management