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Tariff impacts on global markets

Capital Ideas Podcast

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Navigating Trade Wars and Global Markets

This chapter examines the effects of trade wars on U.S. and global economic growth, highlighting key factors such as business investment and consumption under tariff pressures. It explores the impact of geopolitical tensions on global supply chains and investment strategies, emphasizing the need for diversification and active stock picking amidst market shifts. Furthermore, the discussion includes strategic portfolio construction to balance defensive investments and growth opportunities in various sectors.

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