How Trump's Tariffs Are Impacting Private Markets
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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Warning: This is a marketing communication. This document is not a contractually binding document and has been prepared for information purposes only. It is not intended as and does not constitute a personal recommendation. Please do not base any final investment decision on this.