Three-point investment strategy – The Globe and Mail
Is anyone feeling liberated from last week’s tariff announcements? Neither are we. Most investors have felt the full emotional spectrum: from anger to anguish to outright puzzlement. But the reality is setting in. Trump has taken a wrecking ball to longstanding alliances and the U.S.-led post-war world order. The world now faces a prolonged and strategic restructuring.
How should investors respond? With a quarter century observing markets, this CIO has learned a fundamental truth: While every market decline is different, they all follow the same pattern. Emotions take over, fear drives the narrative, and markets fixate on worst-case scenarios.
But fear is rarely the best advisor. Here are our key insights on navigating the current…
