MST Financial's Head of Investment Strategy, Sandstone Insights, John Lockton, joined Evercore's Julian Emanuel at IMAP’s Portfolio Construction Conference, where Colonial First State brought together top industry voices to discuss global investing in the Trump era.

John Lockton, Head of Investment Strategy at Sandstone Insights led an energetic conversation with Julian Emanuel who leads the U.S. Equity Strategy Team at Evercore ISI in New York.

John set the scene following a particularly volatile day for US markets and live from NYC Julian shared his well credentialed views on current US policy decisions, and how they may play out in 2025.