Charles F. Lasnier - Bow tie

It's WAR!

February 06, 2025 |Charles F. Lasnier
Good morning, He finally did it ! The Trump administration imposed tariffs on Canada and Mexico. As a first economic salvo, let's admit two things. First, it's extremely disappointing this economic war has been started against one's own allies. Second...
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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

February 05, 2025 |Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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