AUSBIZ – THE IMPACT OF ON-AGAIN, OFF-AGAIN TARIFFS ON THE ECONOMY
I joined Juliette Saly from Ausbiz last week to discuss the market reaction to Trump’s on-again off-again tariffs. The unpredictable nature of these trade measures has fuelled volatility in markets, further compounded by China’s retaliatory actions.
China, a dominant global processor of rare earth materials – essential components of semiconductors (used in telecommunication, automotive, aerospace, and healthcare products) – has suspended the export of these resources in order to swing back at the U.S. Furthermore, China has halted the purchase of US$40 billion worth of Boeing aircrafts, instead redirecting those orders to Airbus, a European aerospace giant. China’s leverage over the U.S. in global trade partnerships is also adding to the tension.
Amid this turbulence, investor interest in private credit is rising, given its insulation from public market swings.
Watch my full segment here to learn more.
Chief Executive Officer of Montgomery Investment Management, David Buckland has over 30 years of industry experience.
David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery in 2012, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
