How Tariffs Policy Affects Markets

Join us for the CISI-endorsed CPD webinar

We take a step back at Trump's Trade War, look at lessons from 2018, contrast sector and factor performance.
This public version is a shortened extract from our private call with our Adviser clients, so all data and comments are as at Thu 3 Apr 2025.

Trump's Tariff Policy: what it means for markets CPD

Objective

The objective of this CPD module is to understand the potential impact of tariffs on key macro factors and on asset classes.

Learning Outcomes

By completing, this CPD module, you should be able to:
A. Explain what are tariffs and what has changed
B. Explain the potential impact of tariffs on key macro factors
C. Explain the potential impact of tariffs on key asset classes