CIO Live

Trade war - what’s happening and how to respond

Tariffs and ongoing policy uncertainty have weighed on the economic and financial market outlook, prompting investors to question US exceptionalism. However, in the past week, markets have responded positively to signs of easing trade tensions, positive earnings results and renewed expectations of a resumption of Fed rate cuts.

Watch our global livestream with GWM Chief Investment Officer Mark Haefele and colleagues as they unpack the latest tariff developments, analyze their implications for market dynamics, and offer guidance for investors navigating today’s rapidly evolving landscape.

Due to reduced volatility in financial markets, we have decided to shift our livestream schedule from weekly to monthly.

Read our latest publication

CIO Alert: Rate cut and tariff optimism boosts stockspdf, 81 KB

Upcoming livestreams

Tuesday, May 27

Our livestream speakers

Mark Andersen

Mark Haefele

GWM Chief Investment Officer

Dominic Schnider

Dominic Schnider

Head CIO Global FX & Commodity

Jason Draho

Jason Draho

Head of Asset Allocation, CIO Americas

Nadia Lovell

Nadia Lovell

Senior Equity Strategist, CIO Americas

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