Tariff Tumult

The recent surge in market volatility and accompanying sell-off presents an opportunity for long-term investors willing to stomach short-term angst. The prospect of weaker economic growth will cause those businesses with financial strength and strong R&D capabilities to be prized even more. Meanwhile, ongoing trade negotiations may eventually result in lower trade barriers globally. Investors should look through geopolitical noise and not lose sight of key long term growth trends such as generative AI. The AI arms race will ultimately reduce the cost of generative AI models, setting the stage for even more innovation in the future as this technology is adopted across industries globally.