Sectors Impacted by Tariff Uncertainty and Monitoring Fiscal Policy in Europe

While progress appears to be happening in tariff negotiations with China and other countries, the impact of ongoing uncertainty is affecting public and private credit markets. In this video, Purnima Puri, an HPS Governing Partner and Head of Liquid Credit, and Mike Patterson, an HPS Governing Partner and Co-Head of Private Credit, share the sectors they believe are most and least impacted, and why fiscal policy in Europe has their attention.