The reported warning links low growth and high inflation to tariff measures affecting partners including the EU and China, underscoring broader macro risks for investors.
CG Asset Management reportedly warned investors to prepare for stagflation, a mix of weak economic growth and high inflation, as U.S. tariffs affect 60 trading partners including the EU and China. The warning points to a macroeconomic backdrop in which trade barriers can raise import costs and weigh on activity at the same time, a combination that can complicate portfolio positioning across risk assets.