A round-up of Longview related views/research & trade ideas – this is published on Fridays, and updates key themes and highlights key pieces of (often contrarian) research.

One of the reasons why gold is about to make new highs is what is happening in France and the UK. It does, however, look like the French government will fall on 8 September, and we will then see how the market dominoes fall.

The recent market correction is best seen as the natural pullback from record highs, as global markets adjust to new US tariffs. While short-term volatility can be unsettling, we believe this period presents an opportunity for investors.

Our strategy remains focused on acquiring quality blue-chip companies, with dividends continuing to offer attractive returns. At the same time, major shifts in US trade policy, government expenditure, and global supply chains are shaping the investment landscape in important ways.

In this post, we break down:

• Why we’re still buying while markets dip

• The risks driving volatility, including tariffs and supply chain shocks

• Our forward-looking investment strategy

• A snapshot of tariff impacts across key trading partners