U.S. Equity Insights: The Impact of Policy Shifts and AI | EP182
In this episode, we discuss the early months of the new U.S. administration with Grayson Witcher, lead portfolio manager for the U.S. equity strategy at Mawer. Grayson touches on the impact of tariffs, including the practical and unpredictable aspects of tariffs and how they influence decision-making. Grayson also shares insights on the potential long-term effects of the AI boom and highlights recent portfolio adjustments in response to evolving market dynamics.
Key Takeaways:
The market initially surged post-election but has since reversed, with the S&P 500 dropping below election day…
The skinny
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