In this recent article from The Currency, Karl Rogers, Chief Investment Officer at Elkstone, offers insights into the effects of recent US tariff policies on investment markets.

Key Points:

  • M&A and IPO activity showed strong momentum at the end of 2024, but rising uncertainty has slowed progress.

  • Trump's short-lived tariffs caused widespread volatility in public markets, prompting fears of a US recession.

  • Private markets are less immediately impacted due to:

    • Absence of real-time pricing mechanisms.

    • Lower sensitivity to short-term investor sentiment compared to public markets.

  • Current caution reflects uncertainty around costs, investment appetite, and wealth outlook.

  • The real economy has yet to reflect the market turmoil — the full impact will take time to emerge.

  • Investors in private markets are advised to maintain patience and avoid reacting to short-term behavioural swings.

Read the full article from Elkstone’s Chief Investment Officer, Karl Rogers, on the The Currency.

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