Equities

Climbing the Luxury Ladder to Limit the Tariff Toll

June 5, 2025

Rebecca Irwin, Portfolio Manager at Jennison Associates, explains the challenges presented by the U.S.’s tariff-driven trade policy and outlines the reasons she believes select high-end luxury companies are uniquely positioned to thrive despite it. In this video, Rebecca, highlights persistent opportunities in the high-end luxury space, where companies with strong brand equity and direct-to-consumer business models stand out for their ability to overcome tariff-related obstacles.

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