Tariff Shock

The long-anticipated tariff announcements have finally landed, and markets wasted no time in responding. Framed as the Trump administration’s first major shift in trade policy, the move aims to bring manufacturing back to the US, but not without ruffling feathers among key trading partners.

Market Volatility: A Time to Stay Focused

Given recent market movements, we want to provide some context on what's happening and answer some questions that you may have. 

While headlines may appear unsettling, it's essential to remain focused on broader market trends and opportunities.

Shifting Priorities

The optimism that followed Trump’s re-election has faded - at least for now.

His administration is prioritising tariffs and spending cuts (austerity) over tax reductions and deregulation (growth), adding uncertainty to financial markets and weighing on investor sentiment.