In this episode of Money, Markets, and Masterminds, editor Ruan Jooste sits down with Joseph Stephens, senior analyst at Guinness Global Investors, to unpack how their global equity income and innovation strategies are positioning amid rising tariffs, sector volatility, and shifting investor sentiment. With clarity on dividends, resilience, and risk, the conversation offers timely insight for fund selectors navigating today’s uncertainty. Watch the vodcast version, recorded in London, on www.citywire.co.za.