TMS Insights April 2025

April 8, 2025

After a volatile week, Ben and Jeremy sit down to unpack the Trump tariffs and the subsequent impacts that we have seen on global share and bond markets. Whilst examining the current selloff, they look to history to see if there are similarities between the current pullback and previous drawdowns.

They wrap up by touching on current market valuations and discussing what we could expect from the economy and company earnings over the coming months. As always if you have any questions or concerns, please contact your adviser.

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