Summary:
Topics will include:
- How the election outcome is expected to impact U.S. trade policy and tariffs.
- How tariffs and trade tensions are reshaping the U.S. economy and driving domestic manufacturing.
- How to position portfolios for an uncertain and deglobalizing world.
- Why reshoring is expected to remain a key markets trend in 2025
Speakers:
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Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from start-up stage to one of the best performing funds in the sector raising several billion in assets. He later set up his own long-only fund and sits on the board of a private Scandinavian biotechnology company. He holds degrees in Economics from University of Cambridge and LSE (distinction), as well as a degree in Bioscience Enterprise from University of Cambridge. Yuri is a CFA charter holder.
Chris Semenuk is a global fund manager with more than 25 years experience, 20 of which were spent managing a $5bn global equities fund at TIAA, a leading US based financial services company. Chris has a Bachelor's Degree in Economics from Union College in New York State.