Expect Returns From Equities on Lower End of Scale, Says Connor Broadley’s CIO

The transcript discusses the impact of Trump's trade tactics on market sentiment, highlighting the lack of clear direction from the White House. It explores short-term market reactions, including a potential rally due to negative sentiment. JP Morgan's revised earnings expectations and phased tariff strategies are examined. The challenges faced by global investors due to trade uncertainty and elevated risk are also discussed, with a focus on the trade-off between risk and reward in the current economic climate.

What challenges do global investors face in the current market environment?

What is the relationship between trade uncertainty and risk-reward dynamics in the market?