Staying Strong in a Shifting Global Market
So, we have another change and as always it will bring risk and opportunity…
Yesterday, the United States as expected announced a wide range of new import tariffs, with higher rates aimed at countries such as China, the EU, Japan, India and several others. These changes mark a significant shift in global trade and may lead to short-term uncertainty in the markets.
What’s Happening?
President Trump has imposed new tariffs on nearly all imports into the US. Many countries will face a 10% tariff, but others, including China and Vietnam, will face much higher rates – in some cases, over 40%. These changes will impact global supply chains, company profits, and trade balances. But there were few surprises in the data and that’s good news.
What Does This Mean for You?
While these changes may sound concerning especially with Media Hype, it’s important to remember that market volatility is not new. As I mentioned above global events like this can create both risks and opportunities. Our preferred investment teams are closely monitoring the situation to ensure that your portfolios remain resilient.
Reminder of Our Approach
Our preferred fund and portfolio managers are:
• Reviewing all holdings to identify those most exposed to the affected countries.
• Adjusting allocations where needed to reduce unnecessary risk.
• Looking for opportunities in areas that could benefit from shifting trade flows or value created by this news.
• Staying diversified, which is one of the best ways to protect against market shocks.
In some cases, companies in less-affected regions may become more competitive. Others may shift supply chains or production to adapt, creating long-term investment opportunities.
A Long-Term Perspective
Markets often react quickly to news, but lasting value is built over time. Our strategy remains focused on long-term growth, smart risk management, and maintaining a balanced approach through changing conditions.
Andy Brooks
MD Wealthline / Brooks Wealth
April 3rd, 2025.