Chris Shipley: US Equities, Tariffs, and Global Markets in 2025 | CFA Institute®

Call it the curious case of US equities in 2025. The podcast welcomes Chris Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washington Investment Advisors. Chris shares his views on equities and as he and host Mike Wallberg, CFA discuss:

- Geopolitical and economic currents shaping investor sentiment
- Why equities markets are not reacting to tensions in the Middle East
- Why US equities are underperforming compared with the rest of the world
- How is uncertainty about tariffs affecting markets
- A possible sweet spot in trade-weighted tariffs
- The impact of tariffs on big exporters and how that affects global equity exposure
- US housing affordability issues

Don't miss this wide-ranging episode of “Enterprising Investor” where Mike and Chris also cover AI impacts, small caps, and where investors can find opportunities today.

Видео Chris Shipley: US Equities, Tariffs, and Global Markets in 2025 | CFA Institute® канала CFA Institute