Talking Tariffs… with Tom Roderick

Tom Roderick

Thomas Roderick

Portfolio Manager

Tom Roderick

Thomas Roderick

Portfolio Manager
Thomas began his career in hedge funds at the start of the global financial crisis, before managing a macro portfolio at Eclectica under Hugh Hendry. Thomas manages a discretionary global macro strategy for Trium. The strategy follows a traditional thematic approach to macro investing, with a focus on identifying and monetising major macroeconomic and geopolitical trends. Tom invests across fixed income, FX, commodities and equities, with a global remit encompassing both developed and liquid emerging markets. Thomas holds an MSci Physics from Imperial College, London.
Trium Epynt Macro
Trium Epynt Macro

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Overview

There’s a lot going on in the world of macro, and one topic above all is dominating the discussion – Trumps’ tariffs. Tom Roderick, Portfolio Manager, Trium Epynt Macro, sat down with Joe Rouncefield to discuss how he was positioned ahead of ‘Liberation Day’, where there have been surprises, and how focusing on a few high level investment themes has helped navigate this volatility.

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