Tariffs: Unprecedented but Not Uncharted
DATE: Thursday 22 May, 2025
TIME: 14:00 BST | 15:00 CEST | 17:00 GST
An analysis of 150 years of investment returns
Trade tariffs have once again taken center stage in global policy — and markets are reacting. In early 2025, the U.S. imposed sweeping new tariffs across its trading partners, triggering volatility and raising key questions for investors: How will this impact economic growth, asset returns, and portfolio strategy?
Drawing on our proprietary research analysing 150 years of trade and inflation data, this webinar will explore historical patterns and what they mean for resilient portfolio construction.
Key topics:
- 10-Year Equity return forecasts under various tariff and macroeconomic scenarios
- How rising tariffs have historically impacted economic growth, inflation and markets
- How factor strategies can help build portfolio resilience
For Use with Financial Professionals Only. Not For Retail Use.
