In this short video, Rebecca Maclean, Co-Manager of Dunedin Income Growth Investment Trust, discusses how the team is navigating the impact of global tariffs on their investment portfolio.

Rebecca explains how the team collaborates closely with Aberdeen’s economists to gain a top-down, macroeconomic view of tariff trends and their potential effects on global growth and inflation.

She also highlights the importance of direct engagement with portfolio companies to understand their exposure to tariffs and explore strategies for mitigating potential risks.

Watch now.