Trump’s Liberation Day and Challenger Limited
Trump’s announcement of tariffs yesterday sent shockwaves through global markets. Craig shepherd does a deep dive on the Tariffs and explains how we remain confident that investing in companies, especially in Australia, which is less affected, retains its critical feature: adaptability.
Plus read about Challenger a company that operates two core investment businesses: an APRA-regulated Life Insurance division and a fiduciary Funds Management division.
Federal Budget Review and Healius results
Markets remain more volatile than they were at the beginning of the year, but the volatility is continuing to decrease. Now, it is mainly dependent on the musings of Trump and his inconsistent economic policies. Underneath the noise, however, the rotation between sectors sees the market moving away from expensive momentum and uncertain future growth.
This week we focus on some stock-specific, long-term economic and overall ASX market impacts from the federal budget.
Plus, read details from the results for Healius, which also staged a comprehensive Strategy Outlook Day for analysts and investors this week.