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As the Trump administration announced reciprocal tariffs on April 2, we have prepared a brief video to comment on the implications for financial markets and investors.
Key topics include:
- The likelihood of retaliatory action by trading partners of the U.S.
- The potential for stock price volatility.
- The vulnerability of certain sectors given their exposure to global trade as well as the opportunities that may arise.
In addition, we published a PERSPECTIVES Memo - "Liberation Day" rattles markets.