Navigating Market Volatility And Tariff Policy: Positioning Portfolios Amid Uncertainty

2025-04-24 03:05:00 ET

Summary

• The recent tariff announcements by President Trump on April 2nd have sent shockwaves through the global markets, triggering significant market volatility.
• As markets are grappling with various potential scenarios, how should investors be positioning their portfolios to navigate continued uncertainty?
• Glenn Purves and Gargi Pal Chaudhuri will help us navigate the current themes driving market dynamics, how these shifts impact supply chains and prices and how investors can manage volatility and uncertainty in these turbulent times.

Episode Description:

The recent tariff announcements by President Trump on April 2 ^nd have sent shockwaves through the global markets, triggering significant market volatility, driven by the uncertainty of these tariffs and their impact on global supply chains, inflation, and economic growth. As markets are grappling with various potential scenarios, how should investors be positioning their portfolios to navigate continued uncertainty?

Host Oscar Pulido is joined by Glenn Purves, Global Head of Macro at the BlackRock Investment Institute and Gargi Pal Chaudhuri, Chief Investment and portfolio strategist for the Americas at BlackRock. Glenn and Gargi will help us navigate the current themes driving market dynamics, how these shifts impact supply chains and prices and how investors can manage volatility and uncertainty in these turbulent times.

Transcript

Oscar Pulido: The recent tariff announcements by President Trump on April 2 ^nd have sent shockwaves through the global markets, triggering significant market volatility, driven by the uncertainty of these tariffs and their impact on global supply chains, inflation, and economic growth. As markets are grappling with various potential scenarios, how should investors be positioning their portfolios to navigate continued uncertainty?...

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