Global economic risks as tariffs start

What is Pooja Tanna of Perpetua Investment Managers’s outlook on global inflation and interest rates – including the US 10‑year Treasury yield – as tariffs begin to take effect? Petri Redelinghuys of Herenya Capital Advisors weighs in on AMD’s Q2 data centre chip decline – how does it compare to Nvidia’s performance? TPN's Waldo Marcus notes that while rental escalations outpace inflation, tenants remain committed to prioritising rent payments.