Part 4/7:
The discussion also explored the role of tariff threats in shaping the investment landscape. Andrew pointed out that the ongoing uncertainty associated with potential tariffs does not entirely deter investment activities, but rather contributes to caution among investors. This ambiguous environment is expected to result in a slowdown compared to the previous two impactful years of market growth.
However, the imminent deadline for retail investors to settle capital gains taxes introduces an additional layer of apprehension, further suppressing speculative investments and potentially leading to a reassessment of risk profiles across the market.