Investment advisors weigh in with the market moves they are making in the trade-war era.
By Steve Garmhausen
This year wasn’t supposed to go like this. Coming into 2025, strategists expected steady economic growth, falling inflation, interest-rate cuts, and market strength building on—if perhaps not matching—that of 2023 and 2024. Instead, headlines have focused on mounting fears of inflation and recession, stock market volatility, and rising Treasury yields, most of it spurred by President Donald Trump’s protean tariff approach and reprisals by trade partners.
On the other hand, Wall Street remains hopeful that deregulation and tax cuts will flow through to corporate earnings, and that favorable trade deals will ultimately be struck. Investment advisors are helping clients navigate this tricky landscape, so we asked several of them the same question: Are you changing portfolios based on shifting government policy? Why and how? Here’s what they had to say.
Read the full article on Barron’s.
