Audio commentary: Unraveling the uncertainties

Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

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.