Audio commentary: Unraveling the uncertainties

Extreme stock market corrections are difficult to endure. We answer key questions, examining the unique contours of the tariff challenges and the areas of the U.S. equity market that we think can at least hold up better against the headwinds.

As the threat of U.S. tariffs remains a regular topic of news outlets, we examine the potential highs and lows and their effects.

In 2025, global equity markets may be able to add to the remarkable gains of the past two years. That will require economic and earnings pictures that don’t falter.