Post-Trump Tariffs: What’s Next? 5 Charts to Watch
Compared to the optimism when President Trump was re-elected in November 2024, market sentiment has shifted dramatically.
Since the announcement of reciprocal tariffs on April 2, volatility has surged across asset classes. Notably, even traditional safe havens like US Treasuries have seen sell-offs, while the US dollar has weakened. Some...
Weekly Update (21-27 April 2025): Alphabet Smashes Expectations
Alphabet, the parent company of Google and YouTube, reported stronger-than-expected first-quarter growth this week. Here's the lowdown.
Weekly Update (14-20 April 2025): Gold Glitters Amid Trade Turmoil
Tariff-induced trade tensions and central bank manoeuvres have pushed gold prices past a historical high of $3,341 per ounce. The SPDR Gold Trust gained +6.46% in the last week as investors poured into safe haven assets amid growing concerns over inflation and trade.
What does this mean for you?
With President...
Syfe Portfolio Performance Review Q1 2025: A Bumpy Start
After a strong end to 2024, the first quarter of 2025 began with global financial markets facing headwinds. Optimism has waned, as a mix of geopolitical tension, shifting economic policies, and fluctuating market expectations has created global uncertainty.
For Syfe investors, this quarter underscores the importance of diversification. Our managed...
Will Private Credit Perform in a Lower Rate Environment?
Most private debts are structured as floating-rate debt—that is, the interest rate changes periodically based on the prevailing environment. If interest rates rise, the income from floating-rate debt increases, and vice versa. So the natural question is: can private credit still deliver strong returns if interest rates fall again?
How Syfe Managed Portfolios Are Positioned Amid Tariff-Driven Volatility
The S&P 500 just experienced its sharpest two-day decline since March 2020. The sell-off was triggered by geopolitical tensions and tariff-related concerns, prompting a broad risk-off move across global markets. In this update, we take a closer look at how Syfe’s managed portfolios have held up, and how...
Putting the Tariff Selloff into Perspective
Markets have turned volatile following the announcement of sweeping new tariffs. While sharp selloffs can feel unsettling, especially when headlines dominate the narrative, it’s important to zoom out. Here are a few points to help put the tariff selloff into perspective.
1. Trump signals willingness to negotiate
Tariff announcements are often...
Tariff Turbulence: What Now?
What Happened?
President Donald Trump signed a sweeping “reciprocal tariff” policy, introducing a broad 10% tariff on all imports.Steeper tariffs target specific countries:
🔺 54% on China (including an existing 20%)
🔺 20% on the EU
🔺 46% on Vietnam
🔺 32% on Taiwan
The baseline 10% tariff takes effect on 5 April, with higher...
Why Rebalancing is the Quiet Superpower of Long-Term Investors
Investing isn’t just about picking the right assets—it’s about keeping them in the right balance over time. That’s where rebalancing comes in. Without it, your portfolio can drift away from your intended risk and return profile, potentially exposing you to more risk than you signed up for.
Why Does Your...
A Smarter Way to Navigate Market Downturn: Enhanced Dollar Cost Averaging
Feeling uncertain about the markets? In our latest webinar, Ritesh Ganeriwal—Managing Director, Head of Investment and Advisory at Syfe—shared valuable insights on how to stay calm, stay invested, and even take advantage of the market movements during market downturns. Catch the full recap here:
https://www.youtube.com/watch?v=-h1Fy13rJhs
Table of Contents
The Need to Have...