Spring market update: Navigating volatility and finding opportunity

This article was written by Thomas Becket and Richard Champion, Co-Chief Investment Officer's, and originally published by Canaccord.

With decades of experience in the investment industry, our Co-Chief Investment Officers, Tom Becket and Richard Champion, have seen their fair share of market dislocations (periods when asset prices can deviate sharply from their fundamental value). Their key message amid the turbulence? This too shall pass.

In our Spring market update webinar, Tom and Richard broke down today’s complex economic environment into four key themes, providing valuable insights for navigating what they describe as ‘Trump’s world’ of shifting global dynamics, persistent volatility and rising geopolitical risk. Here’s what they covered:

• Slowing economy, rising uncertainty – the likelihood of a global recession and what is clouding the outlook
• Volatility and market dislocation – how current volatility is offering potential entry points rather than panic signals
• The impact of tariffs – what happens next?
• The US vs China trade war – complications between two world superpowers and what this means for global markets.

You may also be interested in:

• Our Investment Outlook
• The case for getting into the ring with UK equities
• Winter webinar: When will 2025 begin to warm up?

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

This is not a recommendation to invest or disinvest in any of the companies, themes or sectors mentioned. They are included for illustrative purposes only.

The information contained herein is based on materials and sources deemed to be reliable; however, Canaccord Genuity Wealth Management makes no representation or warranty, either express or implied, to the accuracy, completeness or reliability of this information. Canaccord is not liable for the content and accuracy of the opinions and information provided by external contributors. All stated opinions and estimates in this article are subject to change without notice and Canaccord Genuity Wealth Management is under no obligation to update the information.