Tariff slowdowns clash with AI optimism heading into 2026
Despite widespread scepticism over President Trump’s follow-through on tariffs - highlighted once again this week by his dramatic reversal on food-import tariffs for Australian products - Bentham Asset Management has emphasised their crucial role in the period ahead. Writing in a recent note, Bentham CIO, Richard Quin, detailed the current state of tariffs. “Markets now face a totally different tariff environment compared with expectations at...
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