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We analyse companies on the right and wrong side of shifts
There are ways to protect portfolios from tariff-driven volatility
Plus question marks against the eurozone bull case
Take precaution but the US retains a long-run appeal
UK smaller companies trade at a particularly wide discount despite some strong options
Solid opportunities remain available despite the rising tariff risk and threat of a correction
GSK and NatWest are income plays in sectors with good prospects
As tariff fears intensify, the yellow metal is a sensible diversifier
Valentine's Day lessons from the bursting of the dot com bubble
There are notable opportunities as well as complexities at both an aerospace giant and relatively small SaaS business, says Robin Hardy
