While President Trump’s pause on tariffs provided relief for investors earlier this week, ongoing tensions between the US and China continue to influence markets.
During this time, it is important to remain highly considered and data driven, avoiding any knee-jerk reactions. As long-term investors, our analysis continues to support our current holdings as they should remain attractive over time.
An important consideration when market conditions are changing is to focus on an extended time horizon. Those who hold firm through turbulence could be well placed to benefit when markets eventually settle.
While markets have moved dramatically over the last week, the fact remains that global economic fundamentals appear solid at present and company balance sheets are healthy. That’s why we still see long-term opportunities for investors. Markets can fall, but…
