28/04/2025 Trade war is clouding global growth Trade war is clouding global growth. The recent IMF downgrade highlights how policy ambiguity could hurt global trade and economic activity.
14/04/2025 Cross Asset Research Cross Asset Investment Strategy - April 2025 Our April edition outlines seven insights for navigating trade war turbulence, concentrating on emerging markets post-tariff pause, the uncertain nature...
14/04/2025 Economy & Markets Emerging Markets beyond the 90-day tariff pause Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...
14/04/2025 Economy & Markets The uncertain reality of tariffs and the future of gold Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...
14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
11/04/2025 Economy & Markets Navigating trade war turbulence Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...
9/04/2025 Podcasts Outerblue Talks Research - Seat belts fastened for the globa... The market roller coaster continues. Listen to the latest podcast on the market reactions to US tariff announcements