In this session, we explored the seemingly simple formula used by the US for calculating reciprocal tariffs:

US goods trade deficit with a country divided by that country’s exports to the US, divided by two, equals the Reciprocal Tariff.

However, the implications of these tariffs are far from straightforward. As markets experience turmoil following the recent US tariff announcements, we will delve into the consequences and implications of tariffs on the macro environment and the various asset classes within your portfolios.

Watch back an insightful discussion where our experts addressed questions such as:

• What are the intended and unintended consequences of these tariffs
• How long can we expect these tariffs to last?
• What strategies can be employed to navigate the current market landscape?

Don’t miss this opportunity to gain valuable insights and engage with our experts.