Our April edition outlines seven insights for navigating trade war turbulence, concentrating on emerging markets post-tariff pause, the uncertain nature...

Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...

Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...

Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...

The market roller coaster continues. Listen to the latest podcast on the market reactions to US tariff announcements

In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.

High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.

In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...

Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.

Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.

The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...

The recent developments in artificial intelligence brought volatility in the equity market suggesting for more diversification and attention to valuations.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

This analysis reviews the January 2025 macroeconomic outlook, focusing on the Fed's inflation challenges and interest rate expectations.