LGT Crestone Senior Asset Allocation Specialist Matthew Tan joined the Fear & Greed podcast to discuss the evolving landscape of global trade and what it means for investors. As the White House considers new reciprocal tariffs, Matthew unpacks their potential economic impact, the broader shifts in policy shaping market expectations, and key developments to monitor in 2025. He also shares strategies for filtering out short-term noise, maintaining a long-term investment perspective, and why - contrary to popular belief - these tariffs could actually have a disinflationary effect.
LGT Crestone Senior Asset Allocation Specialist Matthew Tan, CFA was featured on the Fear & Greed podcast, discussing how investors can navigate shifting U.S. trade policies and the growing complexity of a multi-polar world. With the White House preparing to roll out reciprocal tariffs, Matthew breaks down the potential market impact, how policy shifts are reshaping expectations, and key catalysts to watch in 2025. He also offers insights on cutting through market noise, staying focused on long-term investment fundamentals and explains the somewhat out of consensus view on why these tariffs may in fact be disinflationary.
