Investors are operating through 'fog of tariffs,' portfolio manager says

  • Investors are facing uncertainty as tariffs weigh on equity markets (^GSPC, ^IXIC, ^DJI) and volatility indicators, making it essential to focus on companies with solid balance sheets. Penn Mutual Asset Management portfolio manager George Cipolloni joins Wealth to discuss how active management and tangible margins of safety can help investors navigate these turbulent times.