Jingshun: Tariff ruling does not affect Jingshun's investment outlook, still optimistic about the prospects for 2026.
Brian Levitt, Chief Global Market Strategist at Invesco, stated that the ruling by the US Supreme Court regarding Trump's tariffs has had little impact on Invesco's investment views. The ruling was expected, and initial market reactions such as the rise in non-US stocks and the weakening of the US dollar seem to be knee-jerk reactions to the news headline rather than signs of a fundamental change in the global economic landscape. Levitt mentioned that overall tariff levels are unlikely to decrease significantly, as other regulations grant Trump broad powers to impose tariffs. Fortunately, the global economy and markets have shown resilience to high tariffs. Invesco remains optimistic about the outlook for 2026, citing reasons such as fiscal and monetary stimulus and investment driven by artificial intelligence. While more volatility may occur, the environment continues to favor risk assets, especially attractive assets such as non-US stocks.
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