Happy Friday!
In addition to your regular Market Moves email, please click here for commentary from Seamark Asset Management. Seamark was bought by Monarch in 2024 and brought in as our in-house asset manager for our portfolios. Behind the scenes, if you are a Monarch client, they make the day-to-day decisions on your investments in conjunction with our office. They have done exceptionally well in the past few months, and I felt their words would be helpful to you.
Another firm we use as a sub-manager for the US portion of your portfolio (if you are a Monarch client) is JP Morgan, and I also liked their commentary below.
What are the impacts of the April 2nd tariff announcements? | J.P. Morgan Asset Management
Have a great weekend!
– Matthew
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