So far so good with the Trump U-turn on tariffs, but uncertainty still prevails. Is cautious buying to take advantage of lower valuations therefore warranted?
With Trump tariffs at this stage slugging Chinese goods with a 34% tariff, here are two exchange traded funds for investors wanting a sensible exposure to China
Because there’s no substitute for quality, investors who ‘buy this dip’ should stick to the highest-quality companies that can withstand whatever Trump throws at the global economy and geopolitical landscape. Here are two ETFs that provide exposure to the market’s best global companies.
Here are two dividend funds to consider that provide diversified exposure to global equities.
You will recall I nominated defence as one of two key sectors to benefit from a Trump administration (the other sector was energy). This market sell-off provides the opportunity to consider military-focused ETFs.
A LIC trading at an unusually large discount to its historic average could be a buying opportunity. AFIC, the market’s largest LIC is at an unusually large discount compared to its long-run average. The market’s second largest LIC, ARGO, is similarly placed. Is the widening discount of these two LICs warranted? Are these two LICs buying opportunities?
The easing work-from-home trend is good news for office A-REITs.
With index funds increasingly influencing momentum-based investment strategies, here are two ignored stocks that one day should have a big bounce back.
Over the next few weeks, I’ll cover stocks from this earnings season that catch my eye and give broader comments on what results say about market valuations. To kick off, here’s a large and small-cap stock to tempt patient long-term investors.
This tariff-fuelled market volatility presents an opportunity for long-term investors. I’d use any period of extended volatility to buy into market weakness, capitalise on lower asset prices, and add to portfolio exposures. Here are two ways I’d play this.
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