Background: Global Economic Situation
The global economy is currently under pressure, particularly due to trade disputes, especially between the USA and China. These tensions are affecting supply chains and profit margins. The Trump administration recently introduced a 90-day negotiation period for tariffs that will apply to all countries except China.
Resilient Stocks
The webinar highlighted stocks of companies that can operate independently of global trade disruptions. These include:
- Technology companies with regional manufacturing: These businesses can benefit from local markets and are less dependent on global supply chains.
- Providers of essential goods: These companies offer products that are demanded regardless of economic fluctuations.
- Companies with strong pricing power: They can adjust their prices to adapt to changing market conditions.
Investment Strategies in Times of Stagflation
In an environment of rising inflation and lower growth, as seen in stagflation phases, value stocks and sectors such as energy, commodities, and healthcare tend to be attractive. Investments in commodities, precious metals (especially gold), and commodity-producing countries can offer additional diversification.
Trump’s Economic Policy
The Trump administration has a high tolerance for market fluctuations and focuses on reshuffling the economy, including relocating production back to the USA. Deregulation and corporate tax cuts are also important aspects of the agenda that could have positive effects on the US economy.
In summary, the webinar provides insights into the opportunities and challenges that arise for investors in an environment with rising tariffs and geopolitical tensions. It emphasizes the importance of resilient companies and diversified investment strategies to invest successfully during such times.