Tariffs, trade wars and the implications for investors

Trade tensions have been simmering since President Trump’s first term. Now the Trump administration’s new tariffs have triggered market volatility and talk of recession, alongside retaliatory tariffs from U.S. trading partners. This page consolidates Capital Group’s insights and resources to help investors handle tariff turbulence and stay focused on their long-term goals. Be sure to bookmark it and check back often as the situation evolves.

Download the Guide to Tariffs

Capital Group economists Jared Franz and Robert Lind answer key questions surrounding tariffs to help investors understand potential impacts to the markets and their portfolios.

Are tariffs a threat to the U.S. economy?

Understanding tariffs in 5 charts

Decoding tariffs: What’s the economic impact?

3 views on where to invest under Trump 2.0

Should investors be nervous about the stock market?

Tariffs don’t change U.S. economic outlook

Rob Lovelace on what could drive markets in 2025

Beyond consensus: Economic perspectives for 2025

The Long View: 4 megatrends to watch

Friendshoring brings industrial-sized investment opportunity

Multinational companies can thrive in tough times

Reshoring supply chains: What does it mean for investors?

New reality for investors: 5 big trends changing markets

Supply chain shifts signal reglobalization

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