President Donald Trump’s approach to tariffs is causing uncertainty among investors. His strategy of imposing high levies on trading partners and then reversing course is becoming increasingly unpredictable. This unpredictability is making it difficult for equity investors to create a playbook for managing their portfolios, as the same tactics that worked during his first term are no longer effective. Asset managers are increasing their exposure to equities compared to 2017, indicating growing unease among investors about the ongoing volatility in the markets.
Source: https://www.bloomberg.com/news/articles/2025-02-09/trump-s-second-term-requires-a-new-playbook-for-equity-investors