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Liberation Day in the U.S. dished a hefty dose of tariff shock and awe, sending financial markets into a frenzy. While a 90-day pause on reciprocal rates and ongoing negotiations have since brought relief, collectively the measures will raise the effective U.S. tariff rates to levels not seen in a century. That opens the door to further rounds of negotiations – and ongoing policy uncertainty.
The subsequent shift away from U.S. exceptionalism has driven foreign investors to equity and fixed income markets elsewhere, raising key questions:
- Is the rotation from U.S. allocations a structural shift or a temporary blip?
- Where are the opportunities in Europe against tariff risks and fiscal stimulus?
- Do markets across Asia stand to benefit from a rotation away from U.S. exposures?
- What are we hearing from corporates about navigating U.S. policy uncertainty?
On June 4, Nuveen’s investment experts hosted an insightful webinar that addressed these crucial questions. The session provided valuable insights into:
- Current market dynamics
- Portfolio adjustment strategies
- Navigation techniques for today's complex investment landscape
