{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond Markets","title":"Investing in equities amid tariff tensions","html":"","width":"100%","height":180,"duration":1115,"description":"The second inauguration of Donald Trump has resulted in something of an upheaval for equity markets. The imposition of tariffs, or the threat of them, has led to uncertainty and heightened volatility, prompting a rotation out of US megacap stocks and into European and other global equity markets. It’s not an easy time to pick stocks.\nIn this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Philipp Lienhardt, Head of Equity Research, about his team’s approach to stock selection, what sectors they favour currently, and the subsectors that may offer the best opportunities in the months ahead.\n00:31 – Introduction and background\n02:37 – The impact of tariffs\n03:25 – Our preferred Regions/Sectors\n05:20 – Our stock-picking process\n06:46 – Financials and Industrials\n09:36 – Information Technology\n10:32 – Stand-out subsectors\n14:00 – Balancing equity portfolios in the current environment\n15:43 - Conclusion\n16:20 – Legal disclaimer\nWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.","thumbnail_url":"https://img.transistorcdn.com/11BnEfZU7rka4GVHoUpqhWArVzb8RoTTrwhLaXT0-wM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5NzI2LzE2MTY1/NzYyNDItYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}