Fund managers from Yarra Capital to GQG Partners say they have been busy buying up companies with resilient business models and those that were heavily sold off during an escalation in Donald Trump’s trade war.
Speaking at the Morningstar Investment Conference in Sydney on Tuesday, the stockpickers said the sharemarket had staged a remarkable recovery since the US president unveiled his sweeping “liberation day” tariffs on April 2 that sent the S&P/ASX 200 Index into a correction. The benchmark gauge has since rebounded more than 12 per cent from its low on April 7.
Source: https://www.afr.com/markets/equity-markets/fundies-tip-five-stocks-to-own-in-a-trade-war-20250520-p5m0mq