Insights - Argos Wealth

April 10, 2025

Early reactions to the newly established tariffs

On April 2nd, President Trump announced much anticipated sweeping tariffs. The good news was that details were finally released, ending weeks of speculation on how serious this administration was about tariffs as a central tool of its economic policy. The bad news was that President Trump's aggressive tariffs are taking the US average effective tariff rate to one not seen...

30 days into the new administration: A Review of market signals

It’s been less than a month since the much-awaited changing of the guard in US Government, but the pace at which news and data has been coming to us has, at times, felt like drinking from a firehose. Table 1 shows just how unprecedented the total of executive orders signed by President Trump in the first 20 days of office...

Argos Manager Feature: 2024 PRESIDENTIAL EDITION

As we approach what is expected to be one of the most tightly contested political races in recent times, we thought it would be beneficial to share some of our research findings informing our risk management posture. Argos was built on research as the foundation of bottom-up strategic asset allocation. Rather than tactically allocating capital based on the predominant views...