Robeco Asset Management Podcast
Market Flash – ‘Bloodbath’ is the appropriate word
Apr 7, 2025
Joshua Crabb, the Head of Asian Equities at Robeco, shares his insights on the recent turmoil in global markets stemming from US tariff hikes. He discusses the paradox of watching a significant market event unfold that many anticipated. Crabb emphasizes the impact of these tariffs on investment strategies and the resulting anxiety over technology valuations. He also highlights the importance of strategic patience and proactive portfolio adjustments to navigate this volatility, while identifying opportunities in resilient companies.
12:49
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Quick takeaways
- Investors should maintain a patient and methodical approach during market volatility to leverage opportunities for potential alpha generation.
- The unexpected severity of tariff hikes has prompted a reassessment of economic strategies, emphasizing the complexity of global trade interdependencies.
Deep dives
Market Volatility and Investment Strategy
Patience and a methodical approach are crucial for investors in times of market volatility. The recent aggressive tariff hikes announced by the U.S. have created significant turbulence in Asian equity markets, impacting investor sentiment and prompting a rapid sell-off. Despite this challenging environment, investors are encouraged to view volatility as an opportunity for alpha generation, allowing for potential gains if positions are managed carefully. It is important to take a long-term perspective and analyze the underlying facts rather than react impulsively to market fluctuations.
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