While the start of Q2 has already been turbulent for markets, it’s worth taking a moment to look back. In this video, our chief investment officer, Fred Kooij, discusses US market volatility in Q1 — offering helpful context as we continue navigating ongoing uncertainty.
The first quarter of 2025 was largely a story of tariffs, defined by market volatility and coupled with shifting policies in the US. While the full impact of recent changes is still unfolding, Fred unpacks how key events played out both in the US and globally during Q1 — and what they mean for our exposure to US companies and the broader positioning of Tribe portfolios.
