Watch Replay: Managing Macro Paralysis 
Recorded April 22, 2025, 1PM ET

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Amid rampant global policy uncertainty, investors face a difficult truth: clarity may not come soon.

Capital-intensive investment is rising across asset classes and geographies,  traditional asset class relationships are decoupling, and private markets are growing and democratizing. We believe this is a critical moment for investors to rethink portfolios.

   

How to Invest Our Macro Views

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The past few days - and coming weeks - mark a historic moment for global trade and for markets.
Tariff Tuesday
Lauren Goodwin and Julia Hermann have one topic to cover this week: tariffs. Tune in as we dive into the implications of Tariff Tuesday, including near-term impacts on markets and ways investors can adapt their portfolios to peak policy uncertainty.
Four Questions Investors are Asking About Tariffs
‘Macro Mike’ LoGalbo breaks down the key points, including the potential for "reciprocal tariffs" and how the Fed might respond.
Risks vs. Reality: Our Take on Recent Market Volatility
Julia Hermann and Michael LoGalbo explore the recent decline in U.S. equities, driven by soaring policy uncertainty.

  

   

The Global Market Strategy Team 

Our team of market strategists connects macroeconomics to asset allocation. We provide actionable insight into market-driving events, structural themes, and portfolio construction to empower investment decision-making.

   

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This material represents an assessment of the market environment as of a specific date and is subject to change; and is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any investment product or any issuer or security in particular.

The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.

This material contains general information only and does not take into account an individual's financial circumstances. This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision.

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