Investments / General

Discovery Invest 2025 Market Outlook: Business unusual

No Crystal Ball Required, Markets change, portfolios need to adapt but the long-term recipe stays the same

Thinking through the cacophony

To say that the last week was wild would be an understatement. We are only 18 days into the second Trump administration, with 1442 days still ahead of us. The week started with US President Donald Trump imposing hefty 25% import tariffs on Canada and Mexico and 10% tariffs on China.

DeepSeek’s energy efficiency counterintuitively bolsters AI energy companies’ outlook

We’ve all read about DeepSeek and the remarkable competitive edge it presents to existing mega-cap AI companies. It's more efficient, costs less to operate, and has decent output.