Global Tariffs and Market Returns

Positioning in the market may be tricky given global shifts in capital markets, dealmaking and US tariffs that make global imports less attractive for the US market. A cautious investor would likely diversify through the global equity selloff and place capital into attractive equity yields in the Asia China Markets that are cheaper relative to US equities, whereas investors looking into the medium term horizon would likely prefer growth stocks such as US Technology stocks instead of income investments such as fixed income. Risk appetite for global investors looks to have decreased amidst market uncertainty moving into a slow pickup in dealmaking activity across different regions.