Finding Silver Linings: International Investing Through Trade Policy Turbulence | EP186
In this episode, portfolio manager, Peter Lampert discusses international equities and the impact of tariffs on portfolio management.
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In this episode, portfolio manager, Peter Lampert discusses international equities and the impact of tariffs on portfolio management.
In this Quarterly episode, Crista Caughlin, lead portfolio manager for Canadian bonds, and Jeff Mo, lead portfolio manager for U.S. midcaps, discuss market performance through Q1 2025 and the significant volatility that followed in early Q2—particularly after "Liberation Day" when the Trump administration imposed sweeping tariffs, followed by retaliation from other countries, and then a partial pause.
Mawer President and portfolio manager, Jim Hall, discusses the current market environment and the team's approach to risk management.