Commentary

Update on the tariffs: an April to remember

In this uncertain environment, we continue to advocate for diversification, sound portfolio construction, and a focus on the long term.

  • Markets have reacted swiftly to President Trump’s tariff announcement and the ensuing news about a 90-day reprieve, possible exemptions from the levies, and emerging trade deals.
  • Investors are now weighing heightened volatility and risks to the downside against what has been a strong U.S. economy and signs that markets are stabilizing.
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Update on the tariffs: an April to remember