Active advantage on short-term opportunities

Not many investors could have predicted the uncertainty and volatility that has taken place this year. The emergence of DeepSeek and President Trump’s trade shake-up rocked markets and caused a sell-off in equities, which have since recovered. Geopolitical factors have also affected stocks, as Europe looks to increase its defence spending. The temptation to reposition portfolios based on announcements is strong, but is it the right decision? As doubts over markets and policies remain, the importance of having the right blend of assets is vital to meeting long-term goals. Active strategies can...