Words on Trump's First Year

In this episode of Words on Wealth, CIO Tim Rocks reconnects with geopolitical strategist from BCA Research, Matt Gertken, following their discussion during last year's US election. After previously outlining what a Trump presidency might look like, they now assess how his first year has actually unfolded, from sweeping tariffs and hard-line immigration moves to stalled efforts to shrink government. They also consider China’s stabilising posture and discuss why Russia may re-emerge as a key geopolitical risk in 2026. Tune in to find out more. DISCLAIMER: This podcast was prepared by Evans and Partners Pty Limited AFSL 318075. Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance. Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide. This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.