In an era of global uncertainty and economic sabre-rattling, financial expert Alex Jamieson urges Australian investors to hold their nerve, stay the course, and keep their eyes on the long game. While market jitters linked to Trump-era tariff threats are rattling global equities, Jamieson believes opportunity knocks—particularly in sectors punched hardest by panic: technology and artificial intelligence.
Jamieson, the founder of AJ Financial Planning, a respected Melbourne-based advisory firm, says recent trade tensions sparked by the former U.S. President’s tariff tactics are fuelling unnecessary hysteria across world markets. But in his seasoned view, history may be about to repeat itself—and those who position themselves wisely could well enjoy a generational transfer of wealth.
“We’ve seen this movie before,” Jamieson told us firmly. “Markets always overreact to external shocks, especially ones as politically charged as tariffs. But underneath the panic, there’s a golden chance to buy strong companies at heavily discounted prices.”
Storm on the Horizon—or Opportunity in Disguise?
With the U.S. economy valued at over US$30 trillion, any tremor in American markets inevitably sends global shockwaves. And with a GDP per capita nearing US$90,000, the stakes couldn’t be higher. China, the world’s second-largest economy at US$19.5 trillion, isn’t immune.
Alex Jamieson
As Jamieson points out, “Unless there’s a course correction on the tariff strategy, the U.S. could very well trigger a recession—not just at home but around the world.”
While that may sound dire, Jamieson isn’t donning a doomsday cap. He sees this as the market phase that rewards level heads and contrarian courage.
“If markets fall further—and they likely will by another eight percent or so—we’re not talking about the end of the world,” he explained. “We’re talking about a clearing of the decks. Panic selling forces some stock markets to halt trading. That’s not chaos. That’s the system working to prevent chaos.”
Technology and AI: The Phoenix Sectors
For savvy investors, the message is clear. It’s time to start looking past the smoke and into the fireproof sectors that tend to rebound the fastest—and fiercest.
“Technology and AI stocks have been hit the hardest. That’s precisely why they present the most compelling buying opportunities,” Jamieson said. “Once the dust settles—and it will—these sectors are primed for an outsized recovery.”
His advice? Don’t wait for bells and whistles. No one rings a bell at the bottom of the market. But there are signs if you know where to look.
Super Funds Getting Defensive—And Offensive
It’s not just mum-and-dad investors taking note. Fund managers across Australia, particularly those overseeing superannuation portfolios, are shifting from defence to offence.
“They’re working around the clock right now,” Jamieson added. “Not just to protect what’s already there, but to grow it. We certainly are.”
While the headlines may scream recession and retreat, Jamieson argues that history is on the side of recovery. Trade disputes have rocked markets before, yet they’ve come roaring back in every case.
“Markets recover. They always have. The trick is to remain diversified, stay informed, and above all—think long-term.”
A Return to Fundamentals
In an investment landscape driven by noise, trends, and algorithms, Jamieson’s approach echoes a more traditional sensibility that would resonate with any seasoned market hand who remembers when value mattered more than velocity.
“We’re entering a phase where buying solid businesses at great prices—what used to be called investing—will be the winning formula again,” Jamieson said with conviction.
For investors feeling whiplashed by the headlines, his advice is old-fashioned but comforting: keep calm, tune out the hysteria, and follow the numbers—not the noise.
