PAR FRANÇOIS SAVARY, CIO GENVIL SA

In this latest episode of 9 to 5 Live, François Savary (CIO, GENVIL SA) joins Mark Williams to discuss the real impact of tariffs, shifting global trade dynamics, and how investors should navigate the current macro environment.

Key Discussion Points:

UK-US trade deal: Limited in scope, minimal near-term impact

Tariffs: More damaging than anticipated, but fears may be exaggerated

Inflation data: A key driver for markets in the weeks ahead

Tax cuts: Potential friction in the bond market

Pharma stocks: Volatility expected with upcoming pricing reforms

Investment strategies: Must adapt to rising geopolitical risk

India: Emerging as a central player in global production

With equity rallies looking fragile and uncertainty rising, understanding the broader macro picture is more important than ever.

For more insights, visit Mark's YouTube channel and follow the latest discussions.