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Tariff Turmoil: Portfolio Managers Tackling New Trade Realities in Asia

US tariffs and geopolitics pose challenges for portfolio fund managers—how are they responding?

Following the initial tariff announcements declared by US President Donald Trump in early April, global equity markets have plummeted, as investors fear for higher prices, increased geopolitical tensions, a potential global trade war and economic recession, and further stock losses. As the global trade dynamic continues to evolve, how are fund managers responding? What could their response mean for investors?


Our special report explores how portfolio managers are viewing and responding to the latest tariff developments and their impact across Asia markets.


Access our report to learn how to navigate market uncertainty with confidence.

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What's Inside

  • A comprehensive overview of the markets’ reactions to the tariff hikes across asset classes 
  • Detailed perspective of several Asian asset managers and their fund positioning 
  • Our researchers’ perspective on how investment strategies should consider market volatility 

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