When Tariff Waves Crash: Maintaining Course in Volatile Markets | EP183
In this episode, U.S. mid cap equity portfolio manager, Jeff Mo, discusses the market's sharp sell-off following President Trump's announcement of widespread tariffs on nearly all U.S. trading partners. He provides both short and long-term perspectives on potential economic impacts, including reduced business investment and consumer spending, while explaining that Mawer's investment approach during this volatility remains focused on preparation as opposed to prediction.
Key Takeaways:
"Liberation Day" Tariffs - Trump administration announced widespread tariffs (10-40%) on most trading…
The skinny
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