Investment Uncut: The quick take on US foreign policy shifts and their market impact

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We’ve seen a flurry of activity in US foreign policy since the start of the year, from military involvement in Venezuela to renewed tensions over Greenland, the return of tariffs as a negotiation tool and a sweeping pullback from global institutions. 

In this episode of the Quick Take, Jacob, Mary and Letty discuss the fast evolving landscape of US foreign policy under President Trump. They unpack how these moves are interacting with global markets and highlight what this means for the themes we believe investors should be watching as they navigate 2026. 

While we focus on the economic implications of these events, we acknowledge and remain mindful of the human impacts of these as well.