Global market P/E ratios and dynamic geopolitical tensions are currently under review. The shifting world order presents significant challenges.
What constitutes a truly safe haven asset in this environment?
Which markets offer the most promising investment opportunities?
Long-term investment horizons are essential. The current trade disputes may take two years or more to fully resolve, mirroring the lengthy recovery from the 1930 Smoot-Hawley Tariff Act, which only saw a turnaround at the next midterm elections.
The current volatile market offers investors ample opportunities to "buy the dip" over the long term. Patience and a long-term perspective are key, rather than rash decision-making.
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