Tariffs, Market Volatility, and Safe Havens: Expert Insights from RaeAnn Mitrione and Victoria Greene
In today’s ever-changing economic landscape, understanding the impact of tariffs, market volatility, and safe havens on investment strategies is crucial. Two renowned investment management professionals, RaeAnn Mitrione of Callan Family Office and Victoria Greene of G Squared Private Wealth, share their perspectives on these pressing issues.
RaeAnn Mitrione: Patience and Value in Small Caps
“The current market climate is undeniably challenging,” says RaeAnn Mitrione, Investment Management Partner at Callan Family Office. “However, I believe that patience and a value-oriented approach will pay off in the long run.”
According to Mitrione, small cap stocks are an attractive option for investors seeking value in this volatile market. “Small companies often have the agility to adapt quickly to changing economic conditions, making them potentially strong performers in uncertain times,” she explains.
Victoria Greene: Defensive Plays and Market Resilience
“Market volatility can be unsettling for investors, but it’s important to remember that these fluctuations are a normal part of the investment cycle,” advises Victoria Greene, Chief Investment Officer at G Squared Private Wealth. “In times of uncertainty, I recommend considering defensive plays that have historically held their value during market downturns.”
Greene highlights companies like Walmart and Costco as potential defensive investments. “These businesses have strong balance sheets and consistent revenue streams, making them less susceptible to market volatility,” she explains.
Personal Impact
“As an individual investor, it’s essential to consider your personal financial goals and risk tolerance when navigating market volatility,” Mitrione advises. “If you have a long-term investment horizon and a high risk tolerance, small caps could be an exciting opportunity. However, if you’re more risk-averse, defensive plays might be a better fit for your portfolio.”
Global Implications
“The ripple effects of tariffs and market volatility can be felt around the world,” Greene notes. “It’s important for investors to keep a global perspective and stay informed about economic developments in various regions.”
For instance, the ongoing trade tensions between the US and China may lead to increased volatility in emerging markets, particularly those heavily reliant on exports to the US. Conversely, defensive sectors like healthcare and utilities may offer relative stability in these markets.
Conclusion
“Navigating tariffs, market volatility, and safe havens requires a thoughtful and informed approach,” Mitrione concludes. “By staying patient, focusing on value, and considering defensive plays, investors can potentially weather the storms of an uncertain market and emerge stronger on the other side.”
- Patience and a value-oriented approach are crucial in volatile markets
- Small caps offer potential value and agility in uncertain economic conditions
- Defensive plays, like Walmart and Costco, can provide stability during market downturns
- Personal financial goals and risk tolerance should guide investment decisions
- Global economic developments and trade tensions can impact markets, requiring a worldwide perspective
