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Posted by
Two Blokes Apr 23 -
Filed in
Stock
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2 views
Scottish Mortgage Investment Trust is a well-managed, low-cost growth fund, but macroeconomic factors, especially Trump's tariffs, prompt me to downgrade to a hold rating. The fund's top holdings have shifted, with SpaceX and ByteDance rising, but tariff-induced market volatility threatens growth stock valuations. Trump's tariffs have caused a significant market downturn, impacting investor sentiment and freezing IPO markets, which negatively affects Scottish Mortgage's private investments.
