Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Chief Investment Strategist
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On May 3, 2025, Warren Buffett—94 years young—announced he will step down as CEO of Berkshire Hathaway. After more than 60 years of leading the world’s most admired investing firm, the Oracle of Omaha is handing over the reins.
This marks not just a change in leadership, but the end of one of the most defining eras in the history of investing. Buffett wasn’t a hedge fund titan chasing the next big trade. He was a value investor with a long-term lens—and an unmatched ability to cut through noise.
In a market dominated by hype cycles, fast trades, and AI-driven speculation, Warren Buffett's patient, principle-driven investing philosophy feels like a breath of fresh air. While many chase the next big thing, Buffett’s playbook continues to deliver one timeless truth: long-term thinking beats short-term noise.
In 2025, as interest rates, trade wars, and tech disruption stir market uncertainty, Buffett’s philosophy remains a grounding force.
Thank you, Warren, for showing us that patience, principles, and purpose can still win on Wall Street.
Here’s what he taught generations of investors:
“Be fearful when others are greedy, and greedy when others are fearful.”
The best opportunities often arise during market panic—not euphoria.
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”
Long-term success comes from durable businesses with strong moats.
“Our favorite holding period is forever.”
Let compounding do its magic by staying invested.
“The stock market is a device for transferring money from the impatient to the patient.”
Forget perfect timing—stick with a consistent strategy.
“Risk comes from not knowing what you're doing.”
Understand your investments before you commit capital.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Invest like a builder—today’s choices shape tomorrow’s wealth.
Buffett’s steady hand during downturns proved that emotional discipline is a competitive advantage.
Buffett famously avoided tech in early years—not out of fear, but out of principle: invest within your circle of competence.
No flashy strategies. No overtrading. Just sound businesses, bought well, and held with conviction.
Buffett always emphasized trust, transparency, and alignment with shareholders. In a noisy world, values still matter.
Explore Saxo’s Warren Buffett theme basket to invest in companies that reflect his timeless principles of quality, value, and long-term growth.