Trump’s Trade Tariffs Unveil Long-Term Opportunities

“Don’t Look a Panicky Market Gift Horse in the Mouth: Trump’s Trade Tariffs Unveil Long-Term Opportunities,” written by Zwelakhe Mnguni, our CIO & Co-Founder.

It examines the market reaction to Trump’s April 3 tariffs—a 4.84% S&P 500 decline and gold surging to $3,167.57/oz—while spotlighting opportunities in quality stocks like Microsoft (P/E 27x) and Procter & Gamble (P/E 21x). Benguela’s disciplined approach positions us to capitalize on this volatility.

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