In a rare market pattern, stocks, bonds and the dollar have all moved lower together, signaling deeper concerns about confidence in U.S. economic leadership.
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices discuss how rising tariffs, questions around the Federal Reserve's independence and broader policy uncertainty are reshaping global investor sentiment.
Key discussion points include:
Michael and Sam emphasize the importance of maintaining diversification across asset classes and geographies, and discuss why a disciplined approach is critical to positioning portfolios for the shifts taking place in today's macroeconomic environment.
As always, if you have any questions or would like to discuss how these developments may impact your family's wealth enterprise, please don't hesitate to contact us.
Important Information:
The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security, and should not be relied upon as investment, legal or tax advice. Please consult with your investment, legal and tax advisors regarding any implications of the information presented in this presentation.