Andri Tringidou: There are opportunities in poor markets for those able to hold on to investments for 3-5 years

Although there is now 90-day pause on the previously-announced US tariffs, experts are keeping a close eye on developments.

Sharing her view on the potential impact of the tariffs with CBN shortly before the Trump administration announced the pause, Andri Tringidou, Managing Director, Argus Stockbrokers noted the mark the global trade tensions had already begun to make.

“The sudden escalation of global trade tensions, along with the acute trade policy uncertainty, has caused a broad risk selloff,” she said, continuing, “The prevailing assessment is that these tariffs will likely lead to a sharp slowdown in economic activity, and could even prompt further interest rate cuts, despite the anticipated inflationary pressures.”

As Tringidou noted, “Global equities dropped sharply over a couple of sessions following the announcement to implement a universal 10% tariff on imports from all countries and additional country-specific tariffs.”

“ It is worth noting,” the expert underlined, “that the final outcome of the tariff decision remains uncertain as the goal is to initiate negotiations to reach mutually acceptable solutions, and ideally, to eliminate the tariffs altogether. Risk assets could face more pressure and for instance, lots of professional investors are allocating some of their capital in money market funds and short-term bonds to escape from high volatility.”

“However,” also went on to note, “there are always great opportunities arising in poor markets for investors that may invest and hold onto for the next 3-5 years.”

“In conclusion, it is still too early to fully assess the economic implications of this shift in US policy, which signals a departure from the post-war economic order. The aim appears to be reducing the United States' debt and its reliance on creditors such as China,” she said.