It would be an understatement to say that the world has become a more volatile and uncertain place, but we are actively watching for bargains.
It would be an understatement to say that the world has become a more volatile and uncertain place since Donald Trump moved back into the Oval Office in January. Given that markets don’t like uncertainty, it’s no surprise that both US and Australian shares have tumbled from their post-inauguration highs.
The celebratory mood of the market – driven by the prospect of tax cuts, deregulation and boom times ahead – has been replaced with fear and uncertainty. Escalating geopolitical tensions, trade wars, and the moving feast that is US tariff policies have cast a shadow over the outlook, raising concerns about a recession.
Source: https://www.afr.com/markets/equity-markets/it-s-not-all-bad-through-the-sell-off-there-will-be-stocks-to-buy-20250402-p5lok1