Tariff roulette & portfolio implications

Trump’s return to tariff-driven policy has reignited market volatility, culminating in Australia’s worst trading day since COVID. Senior Investment Consultant, Calvin Richardson, explores how “tariff roulette” is shaping investor sentiment, why the so-called TACO trade is gaining traction, and how Zenith’s portfolios are navigating the turbulence with defensive tilts and opportunistic positioning.