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Tariffs, Turbulence, and the New Global Order: Investment Implications of the 2025 Trade Shock

In an era marked by heightened geopolitical friction and economic fragility, strategic investment decision-making is facing one of its greatest tests. This report offers a comprehensive analysis of the economic and market implications of this tariff escalation, drawing connections between key developments: the collapse in US-China trade volumes, the re-emergence of stagflation risk, the vulnerability of multinational retailers such as Walmart, and the weaponisation of strategic resources like rare earth elements.

AFR: Can our ‘most loved, least-funded’ founder turn garbage into gold?

Goterra, a CGOF privates portfolio company, is revolutionising waste management with its decentralised modular technology, turning food waste into high-value protein and fertiliser with insects and robotics. Unlike traditional waste management systems, Goterra’s approach is scalable, integrates into existing systems, and requires smaller infrastructure investment, making it an ideal solution for businesses, councils, and food producers looking to meet their sustainability targets. Supported by strategic investors and industry leaders, Goterra is at the forefront of integrating nature with automation, proving that waste is not an endpoint but a resource.

DeepSeek’s AI Disruption – What It Means for Investors

On 20th January 2025, a relatively unknown Chinese AI software developer called DeepSeek released their latest AI reasoning model called R1. Within 1 week of DeepSeek’s R1 launch, the US Nasdaq market fell by 3.5% on January 28th, while some of the world’s leading technology hardware companies, including Nvidia, Broadcom, SK Hynix and ARM Holdings, fell by 10-20% in a single trading session. Did this mean that demand for specialised chips like NVIDIA GPUs would be substantially lower than current expectations?