Insights
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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.
Trade wars threaten longstanding trade partnerships and could weigh on the global economy.
As volatility rises, staying invested is a strategic priority for capturing long-term return potential in a broadening market.
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?
The effects of mega-forces are turning up in recent policy and geopolitical developments.
Staying invested in EM stocks can help avoid sacrificing attractive return potential.
European equities have started 2025 on a positive note. Several factors could help the market overcome challenging conditions.
The unwinding of “Trump trades,” a spike in volatility and the outperformance of European versus US equities have sparked debate about whether this is a tactical shift or the beginnings of a longer bearish trajectory for markets.
Banks’ retreat is creating opportunity for investors.
Though the new US policy focus is on oil and gas, wider opportunities still beckon.