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100 days in: These global fundies have outperformed under Trump

US President Donald Trump’s first 100 days have been marked by wild swings in global equity markets, but which Aussie global equity managers have best navigated the storm?

Trillions of dollars were wiped from Wall Street over just two days in early April. Bloomberg

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Sarah Thompson has co-edited Street Talk since 2009, specialising in private equity, investment banking, M&A and equity capital markets stories. Prior to that, she spent 10 years in London as a markets and M&A reporter at Bloomberg and Dow Jones. Email Sarah at sarah.thompson@afr.com
Kanika Sood is a journalist based in Sydney who writes for the Street Talk column. Email Kanika at kanika.sood@afr.com.au
Emma Rapaport is a co-editor of the Street Talk column. Prior to that, she was a markets reporter at The Australian Financial Review. Connect with Emma on Twitter. Email Emma at emma.rapaport@afr.com

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Original URL: https://www.afr.com/street-talk/100-days-in-these-global-fundies-have-outperformed-under-trump-20250504-p5lwel