Strategic Positioning: Tariffs, Dollar Weakness, and Investment Opportunities

In a market environment shaped by new tariffs, shifting global capital flows, and increasing geopolitical uncertainty, staying disciplined and forward-looking is essential.

In our latest Market Update, True North Advisors’ Chief Investment Officer, Dhruv Maniktala and Chief Operating Officer, Chris Pate, join Co-Founder and CEO, Scott Wood, for an in-depth discussion on the key dynamics impacting portfolios today.

They explore:

– How recent tariff announcements are influencing markets

– The implications of a weakening U.S. dollar and shifting global asset flows

– Emerging opportunities in private markets, distressed real estate, and energy

– Why staying proactive — not reactive — is central to our investment approach

While market headlines often create short-term noise, our focus remains on long-term value, risk management, and strategic positioning to help clients stay on course.

[Watch the Market Update Video Below]