February 12, 2025

How Could Tariff Policies Affect the Economy?

How should investors be positioned in light of these developments? Focus Partners’ Jason Blackwell shares perspectives on the economic impact of tariffs.


Over the last several weeks, the Trump administration has made good on the President’s campaign promises to wield the threat of tariffs on allies and adversaries alike as leverage to advance both economic and national security agendas. The on-again/off-again nature of the President’s tariff threats has created volatility in the markets as investors grapple with rapidly shifting narratives. Investors have found themselves feeling a range of emotions – sometimes all within a single trading session. How should investors be positioned in light of these developments?

Read more analysis in this short article from Focus Partners’ Investment Strategy team.

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Investing

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About the Author

Jason Blackwell

Chief Investment Strategist

As the Chief Investment Strategist and a Principal of Focus Partners, Jason is an investment professional with a focus on asset allocation, portfolio construction, and third-party manager selection. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy. He also serves on the Focus Partners Investment Committee and is a spokesperson for Focus Partners Investment Management.