Foord remains cautiously optimistic about Chinese equities in 2025. Despite trade tensions and tariffs, government support, property recovery, regulatory easing, and long-term growth drivers like AI and green energy underpin opportunities in undervalued sectors.

Following tariff announcements in April 2025, U.S. equity markets declined sharply, with the S&P 500 down 13.9% year-to-date. Policy uncertainty has driven up both realised and implied volatility, prompting caution. Prescient’s models currently reflect a moderately negative U.S. equity outlook.

Johanna Kyrklund, Group Chief Investment Officer at Schroders, shares her perspective on how Trump’s higher tariffs impact the markets, economic forecasts in the short and medium term.

Futuregrowth Asset Management is pleased to announce the appointment of Vuyolwethu Nogantshi as its incoming Chief Executive Officer (CEO), effective July 2025. Nogantshi will partner with Shaun Harris, the current CEO of Futuregrowth, who will transition into the role of Chief Investment Officer (CIO) following Andrew Canter’s step-down as CIO at the end of October 2025.

In a time of heightened market volatility and geopolitical uncertainty, John Gilchrist of PSG Asset Management highlights the importance of independent thinking, avoiding knee-jerk reactions, and focusing on long-term fundamentals to uncover resilient investment opportunities amid changing global dynamics.

Old Mutual Wealth’s Izak Odendaal draws parallels between Led Zeppelin lyrics and Trump’s trade war, unpacking its ripple effects on markets, global economies, and investors. A compelling read on uncertainty, tariffs, and how to steady your investment strategy amid chaos.