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Had the pleasure of joining emily m & Jon Sopel on The News Agents Tuesday exploring what potential tariffs could mean for investors, financial markets, and the Fed —drawing on parallels to the 71' Nixon Shock. Diversification will be key, whatever happens next from here.

Great to join tom keene Paul Sweeney Lisa Mateo on Bloomberg Radio. We talked Nixon shock parallels, pressure on small firms, deal delays into 2027, and investors diversifying from the $. #finance #markets #investing #banks #privateequity

Listen to the the shorter Bloomberg Podcasts version ‘Single Best Idea with tom keene’: podcasts.apple.com/gb/podcast/blo…

Excellent piece from Chris Hughes in Bloomberg Opinion today on asset mgmt m&a. A timely example of the ‘barbell’ effect" long associated with equity investing is now playing out in the bond markets in earnest, and driving deals. 1/2

The barbell tolls for fixed income investing For more on the ‘barbell effect", here’s a piece I wrote for the FT—roughly 20 years after first coining the term x.com/huwsteenis/sta…

Video of my Bloomberg Radio interview with the incomparable tom keene Paul Sweeney Nixonian Elements of the Trump Administration: Huw van Steenis - and what it means for finance

Huge congratulations to Prime Minister Mark Carney . He brings a rare mix of strategic nous, economic savviness, and a cool head under pressure - as I saw firsthand at the Bank of England. As I just told Francine Lacqua on Bloomberg: ‘he’s the man for this moment.’

APOLLO: If the US loses its premium, “the consequences will be measured not in basis points, but in trillions of dollars in lost enterprise value,” he wrote. “It could mean substantial cuts in jobs tied to innovation and loss of long-term investment.” Investor letter obtained by

Great to join the incomparable tom keene Paul Sweeney Lisa Mateo on  Bloomberg Radio to debate how international investors are weighing up shifting asset allocation & $ hedging.   And chuffed to be on Tom's Single Best idea on this market moving day  BSurveillance Bloomberg