LIM Equity Perspectives: All Passive = All the Pain

Equity volatility reinforces the role of active management in investment portfolios

President Trump’s “Liberation Day” announcement continues to reverberate through equity markets, jolting volatility to levels last witnessed during COVID. The unpredictability of tariffs and other policies is weighing on sentiment and clouding the forward path of earnings growth and interest rates, which could usher in new equity market leaders amid lofty valuations. For investors, a disciplined, actively managed approach helps mitigate downside risk during these turbulent times and offers ballast to purely passive portfolios.

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