The Linn Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.
Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.
The dollar’s role in the global economy is evolving, and its “exorbitant privilege” looks to be as well. We examine the greenback’s role as the reserve currency and the implications of the world’s changing currency appetites.