Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
A mid-year review can be a perfect time to reassess and adjust your financial strategy.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.
Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.