About this episode
In this episode, our research team examines the latest on U.S. tariff policy and how it will impact private markets.
Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they discuss the potential ramifications of tariffs on private markets. They also bring in resident expert Dan Wilk, Head of Private Equity Solutions, for his take on how tariffs will impact M&A markets, where they’ll take market sentiment and what this may mean for investors.
Transcript excerpt
[00:00:04] Andrew Korz: This is FireSide, a podcast by FS Investments. I am Andrew Korz, Director of Research, and today we’re going to discuss the latest on U.S. tariff policy and the potential impacts on private markets. I’m here with my colleague in research, Alan Flannigan. Alan, thanks for joining.
[00:00:19] Alan Flannigan: Pleasure to be here.
[00:00:21] Andrew Korz: We’re also going to bring in Dan Wilk, our Head of Private Equity Solutions, for some of his thoughts as well, specifically on the private equity market. So today is April 9th, country specific tariffs have been in place since 12:01 Eastern Time. Along with a 10%, across the board, tariff on almost all imports. Some from Mexico and Canada have been exempt. The tariff on China is now 104% as we speak and as of this morning, China’s now retaliated with 84% tariffs on U.S. goods.