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tariffs
Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks
Learn how tariff-related inflation shocks ripple through markets—and which assets have historically helped investors navigate the turbulence.
Tariffs and Returns: Lessons from 150 Years of Market History
What 150 years of market data reveal about tariffs, growth, and investment returns—and how equity factors have historically delivered resilience.
How Tariffs and Geopolitics Are Shaping the 2025 Global Economic Outlook
The year is unfolding beneath the weight of mounting geopolitical risks and structural divergences, The challenge for investors isn’t just to react, but to interpret, prepare, and adapt.
When Tariffs Hit: Stocks, Bonds, and Volatility
Tariff threats are sending analysts' heads spinning. What will be the consequences for stocks, bonds, and volatility?
Tariff Talk
The United States recently hiked tariffs on steel and aluminum imports, and a trade war with China may be looming. Ron Rimkus, CFA, considers the implications.