In recent weeks, the news has been dominated by unrest surrounding the Trump administration's economic and political decisions. This has escalated in recent days. The United States has announced a temporary pause in aid to Ukraine after a public dispute with Zelensky, while new tariffs on Mexico, Canada and China have been implemented. Europe and other countries are also expected to be affected. Such news can easily create uncertainty in financial markets and among investors.
For investors, it is important to distinguish between noise and real risk. Political unrest can cause short-term fluctuations in markets, but it does not necessarily mean a lasting downturn or increased risk for your portfolio. History shows that markets have an impressive ability to absorb political changes and macroeconomic adjustments over time.
As Kjetil Solvik-Olsen writes in Aftenbladet, this can all probably be boiled down to the fact that Trump's project is mainly about two things:
Europe must take greater responsibility for its part of the world, so that the United States can save resources and costs that they can concentrate on China.
American debt and trade balance must be corrected, with the means including tariffs.
These things are by no means unreasonable political projects, but the way they are done scares many. We have become accustomed to politicians, especially in international contexts, behaving chivalrously, politely and properly. When we now have someone who does not do that, and does not shy away from any means to achieve their goals, whether verbally, through economic power or political power, it feels offensive and frightening. Then it is especially important to keep your eye on the ball.
How should you deal with today's situation?
No need to panic – Media reports may seem dramatic, but the reality is often more nuanced and markets adapt quickly.
Focus on fundamental values – The underlying values of your investments are what matters most. Our portfolios at NOON are continuously adapted and adjusted for pricing and risk in the market.
Diversification is key – A broadly diversified portfolio reduces the risk of single events. Investments across sectors and geographies provide more stable returns.
Long-term perspective – Market noise and short-term fluctuations rarely affect returns over time. Having a disciplined approach and sticking to your strategy often yields the best results.
We monitor the markets for you
At NOON Invest, we closely monitor the market situation and adapt our strategies accordingly. Our goal is to ensure that our portfolios are robust, even in times of political uncertainty. We focus on facts rather than fear, and analyze how economic changes actually affect the markets – not just how they are portrayed in the media.
If you have any questions or would like a review of your portfolio, please feel free to contact us. Our job is to ensure that you can invest with confidence, regardless of the headlines in the news.
Join us for our next webinar, Wednesday 12/3 at 10 am. Register here:
NOON Invest – Focus on safe and long-term value creation.
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