Trump's tariff plans could lead to a spike in inflation followed by slowing growth in the U.S.: CIO

Amidst uncertainty surrounding the U.S. election and the potential implementation of former President Trump’s proposed tariffs, John Woods of Lombard Odier discusses his portfolio positioning strategy. With these economic events looming, Woods focuses on careful positioning to mitigate risk and take advantage of potential opportunities. The objective is to navigate the uncertainties while keeping the portfolio well-diversified and adaptable to changing market conditions. This approach allows for flexibility and responsiveness to the evolving economic landscape.

How to Position Portfolios Amidst U.S. Election Uncertainty and Proposed Tariffs #

Amidst uncertainty surrounding the U.S. election and the potential implementation of former President Trump’s proposed tariffs, a portfolio manager from Lombard Odier discusses strategies for portfolio positioning. The focus is on mitigating risk and capitalizing on potential opportunities while navigating these economic events. The objective is to maintain a well-diversified portfolio that is adaptable to changing market conditions. Flexibility and responsiveness are key in managing the uncertainties associated with the U.S. election and proposed tariffs.