Institutional Model

Commentary

Assessing ongoing trade tension and investment implications

With rapid tariff-driven changes in U.S. trade policy still reverberating around the world, a group of Fidelity’s experts met to assess the state of play amid ongoing uncertainty.

By: Collin Crownover Erika Murphy Sladja Carton Beau Coash Tom Rollins

Updated: 4/18/2025

Key Takeaways

The conversation included representation from our Asset Allocation Research Team (AART), multi-asset class strategies, and Fidelity institutional portfolio managers (IPMs), who are part of our investment teams across all public and private asset classes, working with our institutional clients, consultants, and home offices.

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Assessing ongoing trade tension and investment implications

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