Tariffs: Unprecedented but Not Uncharted
WEBINAR ON DEMAND
An analysis of 150 years of investment returns
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?
The latest round of tariff negotiations is poised to influence markets in significant ways, and understanding how these changes affect your portfolio is more crucial than ever.
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.
For Asia-Pacific markets, this information is directed to institutional, professional and wholesale clients or investors only and should not be relied upon by retail clients or investors.
