Insights

There is, and will only ever be, one Warren Buffet. As the legendary investor readies for retirement at age 94, there is much to be learned from his approach to wealth creation, even if we could never copy it. Notably, it is his core focus on valuation and patience that align with our own investment philosophy.

After the initial Trump tariff shock, markets have stabilised and, in many cases, recovered. This is a reminder of the importance of staying invested during periods of volatility and the difficulty in trying to time markets. Nonetheless, significant uncertainty continues to cloud the outlook for the global economy.

Last week brought some tariff relief but also an escalation of the trade war between the US and China. Markets remain under pressure and big questions remain unanswered. It is still a time for cool heads.