Navigate market turmoil

TIPS: INSIGHTS FROM THREE ASSET MANAGERS AMID THE CURRENT TURBULENCE

- Liesl Peyper

The tariffs announced by the Trump administration a week ago have caused havoc in world markets, reminiscent of the 2008 financial crisis. Investment specialists, however, caution against hasty decisions and aggressive portfolio restructuring.

Here are insights from three asset managers amid the current turbulence.

Levantine & Co

"Markets don't like the unknown," says managing partner Attila Kadikoy. "It creates anxiety among investors, and that is what is pulling markets down – not growth expectations or revised company earnings. We haven't reached that point yet. It's more due to the shock of the announcements."

The fluid nature of the situation makes it risky to trade after the fact, potentially solidifying losses.

"We will have to wait and see what happens next. In my view, the biggest risk would be to try and rebalance a portfolio in this turbulent market.

THE PLAN. One specialist points out that it is often during times of volatility that attractive opportunities present themselves, so think 'defence and offence'. Picture: AdobeStock.