My current take and direction (we can discuss further to craft up something tailored to your situation)
There's no one-size fits all solution for this, just a direction that i am taking
1. Resilience in developed markets 💪🏻
- Certain developed economies with structural reforms and currency dynamics have shown stronger risk-adjusted performance during recent uncertainty periods
2. Technology as a long-cycle asset (depending on your time horizon) 📈
- Tech has historically recovered faster and higher than broad markets.
- This is not a short-term trade - t's a structural positioning thesis for those with the right time horizon and risk profile.
3. Staying invested vs. timing the market 💰
- The data on market timing is sobering and the market is starting to understand Donald Trump's messages and his mood swings.
- Missing just the best few recovery days can cut returns significantly.
- For long-term planners, time in the market tends to outperform timing the market.
April 10, 2026 409 3
