YD Wealth Webinar: A conversation with Ethan and Alan on Markets & Investments

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In the face of global tariffs and economic uncertainty, we shared our thoughts on the current state of the markets and how we have been mitigating risks and taking advantage of attractive investment opportunities in client portfolios, by following a disciplined and structured investment process.

 

KEY POINTS 

Outcome 

  • We’ve avoided most of the market pain by proactively mitigating risks (playing defense). 
  • We’re now actively capturing opportunities at a discount (playing offense). 
  • It’s an opportune time for sidelined cash. 

Process 

  • We don’t have a crystal ball, but we have a plan and a structured process!