Beyond the Headlines: What Tariff and Recession Talks Mean for Your Portfolio
Tariffs and recession fears are back in the news, but history shows that the market prices in changes early and move independently of short-term economic data.
Our Chief Investment Officer, Darius Gagne, recently sat with Apollo Lupescu of Dimensional Fund Advisors for a timely conversation that cuts through the noise to discuss these topics, and offer their perspective on what truly matters for investors.
In this 50-minute discussion, they share their perspective on the following topics:
- Q1 Market Update
- Implications of Recession and Tariffs on the market
- Strength of the US Dollar
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