Fundamentals in Flux: How the 2025 Trump Tariffs Are Reshaping Stock Valuations
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
5 minutes
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Course overview
The 2025 Trump tariffs are reshaping fundamental stock valuations by impacting corporate earnings, inflation, interest rates, and investor sentiment. This essay explores how rising input costs, shifting discount rates, and macroeconomic volatility influence valuations across key sectors, providing investors with a deep dive into the risks and opportunities in a protectionist trade environment.
Available as part of our Premium Plus subscription tiers.
What's included?
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1 video
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Navigating the 2025 Trump Tariffs: Understanding the Market Shifts Reshaping Stock Valuations.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This video is essential for investors, financial analysts, portfolio managers, and corporate strategists looking to understand the impact of the 2025 Trump tariffs on stock valuations. Whether you're assessing market risks, inflation trends, or sector-specific opportunities, this deep dive will equip you with key insights to navigate the shifting economic landscape.
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Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.
Who we are
Our investment training consultancy aims to empower professionals in the investment management industry by providing comprehensive and innovative training solutions. Through instructor-led sessions and cutting-edge digital resources, we aim to equip individuals with the knowledge, skills, and tools necessary to excel in their roles and navigate the ever-evolving landscape of investment management.
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