Neil Newman, Head of Strategy, Astris Advisory, tells Nitin Dialdas there will likely be a muddle through on US tariffs by the EU and UK, but confusion reigns within the US. Frank Benzimra, Head of Asia Equity Strategy, Societe Generale, says it is very difficult to know what will come next, given the current short term solution.

Karine Hirn, Chief Sustainability Officer at East Capital Group continues her chat about trends and themes in ESG for 2026 in part two of our two part discussion.

Carolyn Wright asks Jakob Kronbichler, Co-founder of Clearpool, and Sudeep Mehta, Chief operating officer at STBL about some of the biggest topics on the agenda at the recent Consensus event here.