Portfolio Manager's Guide to Navigating Tariffs and Market Volatility

Reported about 4 hours ago

In light of President Trump's recent tariffs, stocks are facing volatility, prompting experts like Katy Kaminski from AlphaSimplex Group to advise investors on portfolio strategies. She advocates for short-term inflation hedges, including safe havens like the US dollar and commodities, while suggesting short-duration bonds as a better alternative to long-term fixed income. With the potential for stability through strong tech earnings, particularly in AI, Kaminski warns investors to remain adaptable in this uncertain climate.

Source: YAHOO

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