Spring market update
With decades of experience in the investment industry, our Co-Chief Investment Officers, Tom Becket and Richard Champion, have seen their fair share of market dislocations (periods when asset prices can deviate sharply from their fundamental value). Their key message amid the turbulence? This too shall pass.
In our Spring market update webinar, Tom and Richard broke down today’s complex economic environment into four key themes, providing valuable insights for navigating what they describe as ‘Trump’s world’ of shifting global dynamics, persistent volatility and rising geopolitical risk. Here’s what they covered:
- Slowing economy, rising uncertainty – the likelihood of a global recession and what is clouding the outlook
- Volatility and market dislocation – how current volatility is offering potential entry points rather than panic signals
- The impact of tariffs – what happens next?
- The US vs China trade war – complications between two world superpowers and what this means for global markets.
