Heightened market volatility is becoming a significant concern for investors globally, largely driven by uncertainty surrounding international trade tariffs. In this unpredictable climate, identifying investments capable of weathering potential economic turbulence is paramount. Strategies are shifting towards assets perceived as more resilient to widespread economic slowdowns.
Jefferies Advocates for Tariff-Resistant Stocks
Investment bank Jefferies suggests that the current macroeconomic landscape requires a more sophisticated approach than simply choosing between cyclical and defensive stocks. They note that market sentiment can shift rapidly based on policy changes or breakthroughs in trade negotiations. Consequently, Jefferies recommends focusing on companies with limited direct exposure to the negative impacts of tariffs and potential economic deceleration.
Netflix (NFLX): Subscription Model Offers Shelter
Netflix emerges as a key recommendation. Jefferies highlights that the streaming giant’s subscription-based revenue model makes it less susceptible to tariff impacts. The service is viewed as relatively affordable for households, potentially retaining subscribers even if consumer spending tightens. Jefferies has set a price target suggesting significant upside potential for NFLX shares, which have already seen modest gains in 2025.
McDonald’s (MCD): Value Focus Drives Growth
McDonald’s is another favoured option, demonstrating strength with notable share price increases this year. The company’s emphasis on affordable pricing and value meal combinations has bolstered its market position, particularly in the United States. Jefferies underscores McDonald’s minimal exposure to trade tariffs and projects further potential growth, assigning it a positive price target.
CME Group (CME): Profiting from Volatility
Within the financial sector, CME Group is positioned to benefit from the increased market volatility spurred by trade disputes. As a major derivatives marketplace operator dealing in metals, energy, and commodities, its business often thrives during periods of uncertainty. Shares have performed well in 2025, and Jefferies identifies the company as a crucial player during trade instability, setting a price target that reflects anticipated growth.
Additional Defensive Selections
Beyond these specific names, Jefferies also points to other companies as potentially stable investments should trade conflicts persist. Quest Diagnostics (in healthcare) and Wheaton Precious Metals are cited as further examples of businesses with relatively low exposure to international trade fluctuations, offering potential safe havens for investors seeking stability.
Jason Walker, aka “Crypto Maverick,” is the energetic new member of cryptovista360.com. With a background in digital finance and a passion for blockchain, he makes complex crypto topics engaging and accessible. His mix of analysis and humor simplifies volatile market trends. Outside work, Jason explores tech, enjoys spontaneous road trips, and American cuisine. Crypto Maverick is ready to guide you through the ever-changing crypto landscape with insight and a smile.