Insights on Tariffs | AWM Insights #196

In this episode of AWM Insights, the focus is on the unexpected impacts and implications of the newly imposed tariffs in global trade. Hosted by AWM's Chief Investment Officer and Partner, Justin Dyer, and Portfolio Manager, Mena Hanna, we dissect the nature of tariffs and their immediate reaction in the financial markets. The conversation pivots around how tariffs are escalating tensions with trading partners, leading to a potential trade war. The episode also provides valuable insights on maintaining investment discipline amidst market volatility and strategies for long-term financial success.

Key Highlights

• Definition and fundamental understanding of tariffs and their role in global trade.

• The negative market reactions following the announcement of new US tariffs.

• Discussions on the potential onset of a trade war due to retaliatory tariffs from other countries.

• Insights into the importance of preparation and portfolio diversification during economic uncertainty.

• Strategies for leveraging market downturns, such as tax loss harvesting and portfolio rebalancing.

• The relationship between risk and reward in investment strategies, emphasizing disciplined approaches.