As April 2025 unfolded, institutional investors were confronted with a stark reminder of how deeply geopolitical instability can disrupt financial markets. The first ten days of the month saw a level of economic turbulence not experienced in decades, fuelled by a dramatic escalation in U.S. trade policy.
A new whitepaper from Ortec Finance has explored the current geopolitical environment and what is next for institutional investors.
The market turbulence started after President Trump’s decision to enforce “reciprocal” tariffs on several trade partners, including Mexico and Canada. What began as targeted manoeuvres quickly spiralled into a full-scale global trade standoff. On 2 April, sweeping tariff measures were introduced, sending shockwaves through equity and bond markets alike. While most countries negotiated a 90-day reprieve, China was hit with tariff increases reaching 145%, intensifying economic friction between the world’s largest economies.
The new white paper titled Trade Wars: A geopolitical stalemate? What’s next for Institutional Investors? explores the implications for long-term investment strategies.
The white paper outlines several critical themes for investors. It examined the economic and geopolitical shockwaves triggered by the April 2025 trade escalations, how institution investors should interpret short- and long-term market behaviour under continued tariff uncertainty, emerging risks and opportunities as countries renegotiate trade with the US and strategic considerations for navigating heightened volatility and geopolitical tension.
Read the full whitepaper here.
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