← News & Insights

Trade Policy Update- Market Reaction to Historic Shift in Trade

Thursday, April 3, 2025

On April 2, 2025, President Trump finally announced his administration's tariff policy, which was viewed by many as more aggressive than expected triggering a global sell-off for risk assets as investors digest the news. In this market update, we share our most recent thinking on the way forward and how to position client portfolios.

← News & InsightsNews & Insights