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In this episode, Marcello Montanari, Managing Director & Senior Portfolio Manager, North American Equities and Rob Cavallo, Senior Portfolio Manager, North American Equities discuss the market’s reaction to Liberation Day. We talk about the sizeable sell off across the Technology sector and we dive into how they are managing their portfolios amidst the markets sharp reaction to changing... and confusing U.S. trade policy.  

Watch time: 22 minutes, 56 seconds

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Disclosure

Recorded on April 10th, 2025.



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