Jonathan is a Portfolio Manager on our Global Long-Term Unconstrained team and is deputy manager of Franklin Global Trust. He is also co-head of Data Analytics within the team, alongside Sam Cottrell. Jonathan joined the Global Long-Term Unconstrained team in December 2019 as an Analyst and was promoted to Portfolio Manager in January 2023.
He joined Martin Currie as a graduate trainee in 2015. In his time at the company, he has been responsible for researching healthcare, global TMT (tech, media and telecommunications) and resources stocks. Prior to Martin Currie he had an internship at global consulting firm Mercer.
Jonathan is a CFA Charterholder and has the Investment Management Certificate (IMC). He has a BA in Physics from the University of Oxford (where he specialised in fluid dynamics).
The Trump administration’s liberation announcement on tariffs has created shockwaves across markets.
Our latest update on portfolio activity, key market events and outlook.
No fireworks expected.
US President Donald Trump has decided to go ahead with implementing the first round of tariffs on trading partners, with a 25% tariff on Canada and Mexico, and 10% on China.