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Trade Tensions Reshape Global Strategies

Uncertain tariffs and shifting alliances reinforce the value of internationally diversified advisory

By EC Invest

Euroconsumers Invest's international advisory approach once again gained visibility in global markets.

This was reflected in the latest analysis published by Altroconsumo Investi, which examined Optimize Invest Selection - a fund advised by Euroconsumers Invest (ECI) and offered by Online Sim in Italy - as an example of how ECI’s cross-market perspective translates into balanced, globally oriented solutions.

The publication reinforced the strategic relevance of globally diversified investment approaches and highlighted how Euroconsumers Invest's international reach enhances the ability to interpret market signals across regions.

A long-standing principle is remembered as well: in a fragmented global landscape, advisory supported by a broad, international footprint, such as Euroconsumers Invest’s, helps investors access balanced, resilient instruments.

New market conditions during 2025

International diversification is even more critical when tariffs have disrupted stable commercial relationships that had been in place for decades.

Supply chains are being reconfigured, stock markets have absorbed abrupt corrections, and currency movements (including the depreciation of the dollar) are reshaping competitiveness across regions. In this context, diversified exposure across multiple geographies becomes increasingly relevant.

Why tariffs weaken growth

The economic explanation is well known. Since David Ricardo introduced the concept of comparative advantage, it has been clear that global efficiency rises when economies specialise and trade.

Tariffs move in the opposite direction: they increase production costs, reduce competitiveness and dampen corporate margins. The outcome is more uncertainty for businesses and investors.

A world seeking new partners

As trade patterns shift, countries and companies are broadening their supplier networks and export destinations. This realignment creates greater dispersion between economies with strong domestic demand, which tend to adjust more smoothly, and those with high export dependency. In an environment marked by asymmetry, global scope becomes a core component of resilience.

The role of diversified global strategies

This is where internationally balanced instruments illustrate the philosophy followed by Euroconsumers Invest. Optimise Invest Selection is one example.

With exposure to multiple asset classes, developed markets, and emerging economies, the fund embodies the moderate, global allocation that guides Euroconsumers Invest's advisory approach. Its structure helps reduce reliance on any single trade corridor or market cycle — a relevant feature in periods of volatility.

A long-term view

Uncertainty often creates opportunity for well-prepared investors. Maintaining disciplined exposure to global markets, supported by rigorous analysis and international diversification, helps navigate volatility while preserving long-term positioning.

Learn more about the Optimize Invest Selection fund through Online Sim: www.onlinesim.it/optimize

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