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Investment & Market Strategy
iCapital Market Pulse: Short-term Pain for Long-term Gain
Despite a temporary reprieve from the Trump Administration's tariff pause, the market outlook for now remains unclear. Investors might experience short-term pain due to potential tariff impacts and economic adjustments, which could weigh on consumer wallets and company margins. However, this period could lead to long-term gains as the economy reorients and adapts to new policies and trade dynamics, which could spur investment in the U.S. For existing portfolios, we favor defensive and income-generating assets for stability during this adjustment phase. However, for long-term portfolios with cash, this period could be used to gradually add to their exposures.
