In times of volatility, it becomes important to recall the words of Winston Churchill, “… an optimist sees opportunity in every difficulty.” During this difficult time, you will start seeing us take advantage of opportunities for you.

In this edition of our “knowables” newsletter we’ll be covering the Trump administration’s announcement of significant tariff measures. Tariffs are likely to be a big topic of conversation this week, given the President’s promise to impose the postponed tariffs on March 4th.

As mentioned previously, this newsletter follows our "Knowables" piece we sent a few weeks back. Contained within, we outline some investment ideas we can act upon or control, considering the things that we know.