Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Webinar: What US tariffs mean for portfolios
Our CIO and a panel of experts recently recorded a webinar focusing on the practical implications of US tariffs for investors, giving you the information needed to frame this bout of market turbulence with clarity and perspective.
Register to view a recording of the webinar, which was held on Tuesday 8 April.
Global markets have seen the biggest falls since the pandemic following the announcement of sweeping tariffs on all US trading partners.
Vew our webinar to hear our thoughts on:
- Inflation: will exporters absorb the costs of tariffs, or will consumers feel the pinch?
- Recession probabilities: as economists revisit their growth forecasts, what are the chances of the US escaping recession?
- US equity exceptionalism: after a weak start to the year, will tariffs spell the end of US equity outperformance?
- Portfolio positioning: how could investors react to a significant macro regime change?
Register to view a recording of the webinar, which was held on Tuesday 8 April.
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