How US trade policy is reshaping global investment strategy
Sanlam Investments says rising protectionism may accelerate global economic fragmentation and force equity investors to rethink traditional strategies.
#TrumpTariffs
Risk ON: Why I turned bullish on stocks
Investors witnessed a sharp correction in major stock indexes after Trump imposed tariffs. An analysis of the S&P 500 PE trendline notes the re-rating potential of growth sectors that have slid into value territory.
Trump’s on-off tariffs drive market volatility
Economic experts warn that the uncertainty surrounding Trump’s escalating tariffs is driving significant market fluctuations.
