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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