Anthony Brooks, Portfolio Manager, discusses recent equity market volatility given the anticipated wide-reaching effects of President Trump's "tariff tantrum," and details several positive factors that may be supportive of equities over the longer-term.

Anthony Brooks, Portfolio Manager, discusses February's difficult equity markets given today's tariff talk, economic conditions, and political drama. Investors focused on the plight of the consumer and drop in confidence, along with elevated earnings expectations that may lead to an increase in volatility during any move higher.

Liridon Gila, CFA, Portfolio Manager, discusses how tariffs and a new lower-cost AI technology could lead to increased market volatility. He also details how a pro-growth Trump administration, the Fed’s easing cycle and current extreme relative valuations could also lead to a continued market broadening.

Anthony Brooks, Portfolio Manager, breaks down the 4Q24 markets and discusses why macro uncertainty and a rotation away from the Magnificent 7 could heighten volatility in 2025.