Investors' Chronicle Tariffs, trade deals & investing life lessons: Lee and the IC
May 13, 2025
Recent tariff announcements stirred the market, prompting discussions on the impact of Trump’s policies. Lord Lee shares his portfolio adjustments and highlights PZ Cussons as an undervalued stock. The podcast offers insights into navigating volatility in the UK stock market and investing in commercial real estate. Strategies around M&G dividends and the potential of small-cap stocks are covered. The longevity of Lord Lee's investment journey reveals invaluable life lessons for modern investors. Expect engaging perspectives on resilience and recovery in challenging times.
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Impact of Trump's Uncertainty
- Investors hate uncertainty, which surged due to Trump's tariff announcements and policy reversals.
- Some recovery followed initial market falls, creating buying opportunities in depressed stocks.
Market Downturns Bring Opportunities
- Market crises differ in causes and severity, but recoveries always follow downturns.
- Viewing declines as buying opportunities, not apocalypse, fosters consistency in investing.
Dividend Focus During Sell-Offs
- Focus on dividend flow during capital value drops and buy stocks if their price falls to attractive levels.
- Avoid trying to time the exact market bottom; buy when valuations look appealing long-term.