February 5, 2025 | portfolio managers' brief

Portfolio Managers’ Brief: February 2025

BY: Jason Ayres
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).

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Key Takeaways: Market Volatility Amid Tariff Announcements

Market Reaction to Tariff Threats

  • Recent tariff threats by President Trump triggered sharp market sell-offs in Canada and the U.S.
  • A 25% tariff on Canadian and Mexican imports, along with a 10% tariff on Chinese goods, led to government responses, including removing U.S. alcohol from shelves in multiple Canadian provinces.

Current Market Performance

  • Despite volatility, major indices remain positive year-to-date, with the S&P 500 up 1.42% and the TSX up 1.70%.

Sector-Specific Impact

Automotive & Manufacturing

  • North American automakers like Ford and GM face supply chain disruptions.
  • Key Canadian suppliers such as Magna International are also affected.
  • Higher costs and potential retaliatory tariffs add further pressure.

Technology

  • U.S. giants like Nvidia, Apple, and Tesla have seen share declines due to increased costs from Chinese tariffs.
  • Canadian tech companies, including Shopify, face uncertainty impacting growth.

Energy & Commodities

  • A strengthening U.S. dollar has weighed on oil prices, impacting the energy sector.
  • Gold and precious metals have seen an uptick as investors seek safe-haven assets.

Consumer Goods & Retail

  • Retail and consumer goods companies reliant on cross-border trade face cost pressures.
  • Canadian grocery chains and U.S. retailers may see squeezed margins if they cannot pass costs onto consumers.

Tariff Pause & Negotiations

  • As of February 4, 2025, the U.S., Canada, and Mexico agreed to a 30-day pause on tariff implementation.
  • Canada and Mexico committed to enhancing border security, deploying 10,000 troops to address U.S. concerns over illegal immigration and drug trafficking.
  • This provides time for further discussions but does not eliminate uncertainty.

Investment Firm Adjustments

  • Reduced equity exposure to the technology sector to mitigate risk amid ongoing uncertainty.
  • Strengthening U.S. dollar helps Canadian portfolios when converting U.S. dollar holdings to CAD.
  • Portfolio adjustments aim to manage volatility and limit exposure to high-risk sectors.

The Role of Fixed Income in Volatile Markets

  • Bonds have regained importance as a stabilizing asset class.
  • Government and investment-grade corporate bonds have strengthened.
  • Lower yields increase bond values, helping to hedge against equity declines.
  • A well-diversified portfolio with fixed income exposure reduces overall volatility.

Looking Ahead: Staying Agile Amid Uncertainty

  • The situation remains fluid, with ongoing U.S.-Canada-Mexico negotiations.
  • Markets will likely remain volatile as investors assess broader economic implications.
  • Staying diversified, adjusting exposure to tariff-sensitive sectors, and maintaining discipline are key strategies for navigating uncertainty.

Final Thoughts & Call to Action

  • While volatility can be uncomfortable, it also presents opportunities.
  • Croft Financial Group remains committed to managing risk and positioning portfolios strategically.
  • Investors are encouraged to contact their advisor for further discussions on portfolio adjustments.
  • Stay informed, stay diversified, and take a long-term approach to investing.

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