For investment professionals only.

In this summary of Q2, Simon Evan-Cook and Alex Paget explore the potential death of a megatrend.

Following President Trump’s Liberation Day, the managers feel that the prevailing consensus has suddenly shifted. They discuss the considerable swing in sentiment and, given the apparent demise of American exceptionalism, consider the potential opportunities for investors.

‍

‍

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

Read the commentary here.

Sign up to the Fox mailing list.

Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion under section 21 of the Financial Services and Markets Act 2000 by Downing LLP. Any subscription to the fund should be made on the basis of the relevant product literature available from Downing, or from the ACD, Margetts Fund Management Ltd and your attention is drawn to the charges and risk factors contained therein. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested.

Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.

For investment professionals only.

In this summary of Q2, Simon Evan-Cook and Alex Paget explore the potential death of a megatrend.

Following President Trump’s Liberation Day, the managers feel that the prevailing consensus has suddenly shifted. They discuss the considerable swing in sentiment and, given the apparent demise of American exceptionalism, consider the potential opportunities for investors.

‍

‍

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

Read the commentary here.

Sign up to the Fox mailing list.

Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion under section 21 of the Financial Services and Markets Act 2000 by Downing LLP. Any subscription to the fund should be made on the basis of the relevant product literature available from Downing, or from the ACD, Margetts Fund Management Ltd and your attention is drawn to the charges and risk factors contained therein. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested.

Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.