{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/a4c5de36-8260-4222-8e38-ff997dc73436/67ffc2ec2bfb8508d6ef23d0?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Tariffs, gold and weight loss drugs: Charlotte Yonge of Personal Assets Trust","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/61b9b44742e856e989985776/1744814683144-1bb49691-7a05-48d4-b44c-0a2eea819f57.jpeg?height=200","description":"<p>As a wealth preservation fund, Personal Assets aims to generate returns above inflation using a long-term approach. But with uncertainty rife thanks to tariffs, the fund is facing a very “interesting” time.</p><p><br></p><p>In our latest IC Interviews episode, Dave Baxter and Charlotte discuss the talk of the town – tariffs. Listen to the episode to hear the pair unpack the fund’s behaviour after the sell-off, why the managers are backing gold, why Charlotte doesn’t believe weight-loss drugs are a threat to alcohol stocks, and more.&nbsp;</p><p><br></p><p><em>This episode was recorded on 14 April.</em></p><p><br></p><p><strong>Timestamps&nbsp;&nbsp;</strong></p><p>00:59 How the fund is behaving after the sell-off</p><p>4:00 Impact of tariffs on stock markets&nbsp;</p><p>8:35 Stock markets the fund is favouring</p><p>12:06 US Treasuries</p><p>15:44 Sectors to benefit from structural inflation</p><p>18:31 Gold&nbsp;</p><p>20:51 Food and drink stocks&nbsp;</p><p>22:49 Weight-loss drugs and alcohol consumption</p><p>26:27 Markets aside from the US&nbsp;</p><p>27:28 The aim of the fund</p>","author_name":"Investors' Chronicle"}