Chris Shipley: US Equities, Tariffs, and Global Markets in 2025 | CFA Institute®

Call it the curious case of US equities in 2025. The podcast welcomes Chris Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washington Investment Advisors. Chris shares his views on equities and as he and host Mike Wallberg, CFA discuss: Geopolitical and economic currents shaping investor sentiment Why equities markets are not reacting to tensions in the Middle East Why US equities are underperforming compared with the rest of the world How is uncertainty about tariffs affecting markets A possible sweet spot in trade-weighted tariffs The impact of tariffs on big exporters and how that affects global equity exposure US housing affordability issues Don't miss this wide-ranging episode of “Enterprising Investor” where Mike and Chris also cover AI impacts, small caps, and where investors can find opportunities today.