By Asset Allocator Journal Staff
The Financial Times reports that global markets are bracing for volatility as U.S. aluminum and steel prices surge following President Trump’s decision to double tariffs. This policy shift, aimed at protecting domestic industries, has sparked concerns about inflation and supply chain disruptions. Wealth managers may need to reassess portfolios with heavy exposure to industrial sectors or commodities.
Per Advisor Perspectives, consumer attitudes in May 2025 showed mixed signals, with the Conference Board’s Consumer Confidence Index dipping slightly while the University of Michigan’s Sentiment Index edged up. These diverging trends suggest uncertainty in household spending, a key economic driver. Advisors might consider this when guiding clients on equity allocations tied to consumer discretionary stocks.
BMMagazine.co.uk notes that UK bioethanol producers are warning that a potential U.S. trade deal could threaten thousands of jobs in the sector. Rising trade tensions and protectionist policies may disrupt agricultural and energy markets, impacting related investments. Wealth managers should monitor this for clients with stakes in renewables or UK-based firms.
According to the Financial Times, IG Group has become the first UK-listed firm to offer retail crypto trading, signaling growing mainstream acceptance of digital assets. This move could expand access for retail investors, potentially boosting demand. Wealth managers might evaluate crypto exposure for risk-tolerant clients amid this evolving landscape.
Advisor Perspectives highlights Ray Dalio’s renewed warning of a potential financial crisis, citing rising debt levels and geopolitical risks. The famed investor urges caution, pointing to structural economic challenges. This perspective could prompt wealth managers to stress-test portfolios and prioritize defensive assets.
BMMagazine.co.uk reveals that private sector confidence in the UK has hit its lowest level since 2022, pressured by wage costs and trade uncertainties. This decline may signal slower growth, affecting equity valuations and bond yields. Advisors should consider the implications for UK-focused investments and client risk profiles.
EP Wealth emphasizes the enduring importance of investment diversification in a recent blog post, underscoring its role in mitigating risk amid market volatility. The piece outlines how spreading assets across classes can stabilize returns in uncertain times. Wealth managers may find this a timely reminder to review client asset allocations.
The Financial Times indicates that Goldman Sachs’ biggest fund has snapped up discarded buyout stakes at a discount, a strategy shift reflecting opportunities in a turbulent private equity market. This move highlights potential value in distressed assets. Advisors could explore similar strategies for clients seeking higher-risk, higher-reward opportunities.
