Investment Insights
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A well-planned defensive strategy can position equity portfolios to be resilient in a very harsh market environment.
Negotiating with one key trade partner is tough enough. Negotiating with two is highly testing.
High-yield bonds may be an attractive choice for investors looking to rebalance portfolios.
They may be the main target of US tariffs, but many Chinese companies can cope with trade-war pressures.
Extreme fear in equity markets has often been followed by extremely good returns.
Emerging-market stocks have done particularly well after equity market crises in the past.
President Trump’s tariffs bring déjà vu for the euro-area economy: it’s back to slower growth and lower rates.
As volatility rises, staying invested is a strategic priority for capturing long-term return potential in a broadening market.
How might the recently announced US trade measures translate into economic reality?
Generating income is often front of mind for investors. But it's important to stay flexible.
As stocks dip, bonds are stepping up.
Global growth should continue to slow if US policy direction remains unclear. Inflation has waned but tariffs could boost prices in the near term. We expect most central banks to ease further yet more slowly. While broad uncertainty prevails, we don’t forecast a recession in any major economy for 2025.
Risk management is being put to the test in 2025. How can equity portfolio teams cope with multiple hazards across equity markets this year?