• Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust

  • Apr 22 2025
  • Length: 30 mins
  • Podcast

Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust

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  • Summary

  • As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time.


    In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair unpack the fund’s behaviour after the sell-off, why the managers are backing gold, why Charlotte doesn’t believe weight-loss drugs are a threat to alcohol stocks, and more.


    This episode was recorded on 14 April.


    Timestamps

    00:59 How the fund is behaving after the sell-off

    4:00 Impact of tariffs on stock markets

    8:35 Stock markets the fund is favouring

    12:06 US Treasuries

    15:44 Sectors to benefit from structural inflation

    18:31 Gold

    20:51 Food and drink stocks

    22:49 Weight-loss drugs and alcohol consumption

    26:27 Markets aside from the US

    27:28 The aim of the fund

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