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KPMG Survey: Tariffs Reshaping Institutional Investors' Investment Strategies amid Economic Uncertainty and Increasing Focus on Domestic Growth
New York, New York--(Newsfile Corp. - June 17, 2025) - In a rapidly evolving economic landscape, tariffs are significantly influencing investment decisions and prompting institutional investors to reassess priorities as they navigate geopolitical tensions, inflationary pressures and the growing impact of artificial intelligence (AI), according to new findings in KPMG's latest Private Markets Pulse: Reshaping investment strategies amid economic uncertainty.
KPMG US surveyed more than 300 institutional investors across private equity (PE), asset management, venture capital (VC) and various industries and sectors in January-February 2025 and again in April 2025, to capture changes in investor sentiment around economic growth and deal market outlook, including factors influencing investment decisions both before and after the announcement of new tariffs and the resulting effects.
"Tariffs – both the downstream impacts and mitigation of them – are challenging institutional investors to rethink their investment strategies and risk appetite," said Tarek Ebeid, KPMG US Private Leader and Partner in Charge - Northern California Audit Practice, KPMG US. "While they maintain an optimistic view of long-term growth, in the near-term, their focus has shifted to domestic companies in industries experiencing less uncertainty due to the current market environment."
Investors view tariffs as both a near-term challenge and a driver of strategic shifts in investment priorities.
Investor views are mixed regarding tariffs' impact on economic growth in the near-term, while longer term (beyond 18 months), there is perceived optimism that the tariffs will be positive for the US economy. With 61% of institutional investors acknowledging the high impact of tariffs on investment decisions, there is a notable shift towards domestic companies and sectors less impacted by tariffs, particularly in technology and cybersecurity.
Fifty-four percent of investors are prioritizing domestic companies, 48% are focusing on sectors best positioned for economic growth under current economic conditions and 41% are prioritizing companies with strong financials, while 39% show favorability toward less import-reliant sectors. Additionally, investors with higher capital levels are increasingly diversifying their portfolios to mitigate tariff impacts, with 52% indicating increased investment in private companies in the near-term.
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