Portfolio manager discusses hedging amid tariff risks

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Invesco portfolio manager of multi-asset strategies Ben Gutteridge joins Wealth to discuss stock market (^DJI, ^IXIC, ^GSPC) dynamics and investor positioning as President Trump's trade strategy unfolds. "The longer [trade tension] lingers ... the more difficult I think it will be for stock markets to perform," Gutteridge warns. However, he cautions against becoming overly defensive, noting that "we shouldn't forget what a strong hand the US has in these negotiations." While acknowledging investor nervousness, Gutteridge remains optimistic. "On balance, I think there's enough here to maintain a bias toward equities," he notes. However, Gutteridge highlights that the previous Trump administration notably "was a period of absent inflation," whereas inflation has been a significant economic concern so far in Trump's second term. To hedge against tariff risks, Gutteridge recommends investors add bond yields (^TYX, ^TNX, ^FVX) to their portfolios. #youtube #stocks #news About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: h

Published 2025-02-04 · Watch on YouTube ↗
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