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Tariff-busters

ended 24. February 2026

With Trump's 10% global tariff taking effect, which asset classes do you think are likely to outperform - and offer a robust hedge against the latest round of gepolitical uncertainty? Gold, for example, seems to have settled quite comfortably above $5k an ounce and could push up, but what other safe haven assets are there that investors might want to consider - and what's the best way for them to access them? Any tips for investors who may be unnerved by the latest tariffs, send them across. Or is simply having a diversified portfolio the most important thing?

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Editor
Tony Redondo
Founder at Cosmos Currency Exchange
For the risk-averse, the Swiss Franc remains the ultimate safe haven amid ongoing White House and Supreme Court tensions. Diversification is essential, and a quality-tilted barbell strategy pairing hard assets with low-debt, domestically focused companies, avoiding export-heavy sectors like tech and autos most exposed to the 10% global levy, should help navigate current conditions. With gold above $5,000, silver offers a compelling high-beta alternative near $82, combining fiat-hedge properties with industrial utility. Defensive equities like consumer staples, healthcare, and utilities continue to outperform as their pricing power allows them to pass tariff costs to consumers. Energy rounds out the hedge; with Brent crude near $71, energy stocks provide a meaningful buffer against the inflation that tariffs inevitably stoke.