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April 2025

CIO Market Flash.Tramondo's take on «Liberation Day»

With US tariffs escalating far beyond expectations, markets are reacting fast—and so are we. In this special CIO Update, find out how Tramondo is adjusting equity exposure, reassessing global risks, and positioning portfolios to navigate rising stagflation pressures and renewed volatility.

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Published 7 April 2025By Investment TeamReading time 1 minAlso in German Marktkompass

Discover where we’re cautious, where we see opportunity, and why flexibility is now more critical than ever when it comes to asset preservation and building wealth across generations. Ready to dive in? Download this edition of our CIO Market Flash for a detailed analysis and forward-looking guidance on navigating today’s financial markets.

Do not hesitate to contact us with any questions about the topics discussed. We are happy to assist you with our expertise.

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CIO Market Flash - Tramondo's take on «Liberation Day», April 2025

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This information has been prepared by Tramondo Investment Partners AG irrespective of specific or future investment objectives, a particular financial or tax situation or the individual needs of a particular recipient, and is provided for information only. It does not constitute a solicitation, offer or recommendation to buy, subscribe for or sell any securities or other financial instruments, nor financial, legal or tax advice. Past performance is not necessarily indicative of current or future performance.