North America: Positioned for progress amid changing tides

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Publication date: 12 August 2025

Published by: Polar Capital

Author: Polar Capital North America Team

The Polar Capital North America team reflects on the first half of the year and discusses the implications of shifting trade dynamics, including the impact of the new tariff regime and its significance for US equities. They explore the ways in which many companies are able to mitigate some of the tariff impact, highlight a recent Fund purchase and outline some of the enduring and appealing qualities that make the US such a good place to be an investor.

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