Which?
Could uncertainty in the markets provide a good opportunity to invest?
Apr 24, 2025
Investment experts Josh Wilson from Which? and Russ Mould, AJ Bell's Investments Director, dive into the chaos caused by recent U.S. tariffs. They unpack how these tariffs could reshape the housing and bond markets, potentially creating unique investment opportunities. The conversation shifts to the unpredictable nature of investing, emphasizing diversification and strategic decision-making. With market accessibility on the rise, they discuss how new platforms are changing the game for all investors, especially beginners.
31:22
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Quick takeaways
- The recent implementation of Trump's tariffs has led to significant market volatility, particularly impacting the US bond market amid concerns over government solvency.
- Investors are encouraged to reassess their portfolios and consider diversification, as alternative assets like gold have gained value during these uncertain economic times.
Deep dives
Impact of Trump's Tariffs on Markets
Trump's recent announcement of tariffs initiated significant market turmoil, particularly affecting the bond market, where yields increased and prices fell. This shift caused concern as it raised borrowing costs for the US government, a situation that alarmed both Trump and his administration. The bond market's reaction diverged from typical trends, as investors began to worry about the American government’s solvency. Consequently, this led to a brief pause on some higher tariffs, highlighting the delicate balance between tariff implementation and market stability.
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