Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain?

Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on how investors can respond to tariff-induced volatility.

Troy joins Content Strategist Harrison Beck to outline his framework for understanding the current, trade war-inflected environment. He examines what a “Galactic Mean Reversion” means for equities, how U.S. consumer and bank strength is challenging recession narratives and how investors can prepare for what may come next.

“The thing to remember is that pockets of dislocation and uncertainty are often where you find your best investment opportunities.” –Troy A. Gayeski

Resources:

The Galactic Mean Reversion Part II: Trade wars are not good for S&P 500 profit margins
Domestic resilience in vogue amid selloff

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The Takeaway: The Galactic Mean Reversion is back