Managed Asset Portfolios Monthly Webinar March 2025
Mar 31, 2025Join Michael Dzialo, President and CIO, and Zachary Fellows, Portfolio Manager and Senior Research Analyst, as they delve into the current economic climate, focusing on the impact of policy uncertainty and tariffs on market dynamics. They discuss how tweets and policy shifts from the executive branch have created significant market volatility, affecting consumer confidence and business investments.
Our discussion highlights the bifurcated economy, where the top quartile thrives while the bottom struggles, and the implications of this divide on consumer spending. The role of tariffs as both a revenue tool and a negotiating instrument is explored, emphasizing the importance of strategic timing in policy implementation.
Despite challenges, opportunities in international markets are identified, particularly with a lower U.S. dollar and attractive valuations in European stocks. As the economic landscape continues to evolve, staying informed and adaptable is crucial for navigating these uncertain times.
Tune in and learn how these insights into various factors influence our strategic investment approach and the potential opportunities they present.
