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Investing.com -- The recent imposition of sweeping tariffs by the United States is reshaping the global investment landscape, according to Nigel Green, CEO of deVere Group, one of the world’s largest independent financial advisory and asset management organizations. The US has imposed a 25% tariff on imports from Canada and Mexico, an additional 10% on Chinese imports, and there is a looming threat against the European Union.
Green emphasized that these are immediate, transformative forces that require investor action. He warned that inflation is likely to surge due to rising costs of everyday goods, which will squeeze corporate margins and reshape supply chains across industries.
deVere Group’s forecasts suggest that US inflation could climb by as much as 2.1%. This could put pressure on the Federal Reserve to maintain a more hawkish stance for a longer period than markets had anticipated, according to Green. He stressed that investors must reassess their positioning in light of these developments.
The CEO suggested that the current tariff-fueled inflationary environment calls for strategic asset allocation. He believes that those who act now will be better placed to turn volatility into opportunity. The US dollar, often buoyed by trade tensions, is likely to maintain resilience as investors flock to perceived safety. Commodities, already in high demand, could experience further price surges, benefiting energy and industrial sectors.
At the same time, domestic manufacturing stocks could gain as supply chains adjust to new tariff realities. However, businesses reliant on imports face rising costs, which could result in a margin squeeze or price increases for consumers. Green emphasized that sectors such as tech, retail, and automotive will need to navigate this environment carefully. He suggested that proactive companies with strong pricing power or those tapping into alternative markets will be best positioned to thrive.
The additional 10% tariff on Chinese goods compounds existing economic frictions, amplifying costs for industries that rely on China’s vast manufacturing infrastructure. Green stated that businesses and investors worldwide must anticipate and adjust to a world where supply chain recalibrations are essential.
He added that sectors such as commodities, energy, and industrials, which thrive in inflationary environments, are poised for strong performance. Companies that can pass on costs without eroding demand will outshine competitors struggling to maintain margins.
Green concluded by stating that the tariffs represent a pivotal shift in global economic policy with immediate and potentially lasting consequences. He believes that investors who recognize the opportunity now and take decisive action will likely benefit most in this new era of trade and market recalibration.
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