1Q25 Commentary: The Tariff Man Cometh
By Brendan Ryan, CFA, Partner, Portfolio Manager Our quantitative investment system is blissfully unaware of geopolitical events, social media (it must be nice) or the number of Tesla’s sold last quarter, but we believe global events leave a signature revealed through market prices and the relationships of the different assets within our investment universe. These [...] The post 1Q25 Commentary: The Tariff Man Cometh appeared first on ETF Trends.
By Brendan Ryan, CFA, Partner, Portfolio Manager Our quantitative investment system is blissfully unaware of geopolitical events, social media (it must be nice) or the number of Tesla’s sold last quarter, but we believe global events leave a signature revealed through market prices and the relationships of the different assets within our investment universe. These [...]
The post 1Q25 Commentary: The Tariff Man Cometh appeared first on ETF Trends.
