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US Equities: Perspectives on Recent Volatility

In short-tempered markets, taking a long view can help investors maintain confidence.

24 March 2025
Birds flying above European town square
Can European Equities Regain Footing amid Global Adversity?

European equities have started 2025 on a positive note. Several factors could help the market overcome challenging conditions.

Thorsten Winkelmann, Marcus Morris-Eyton | 18 March 2025
A square-shaped chip sits on a digital circuit board, emitting a red glow against a bluish matrix.
What Does the DeepSeek Halo Teach Us About Chinese Stocks?

The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.

John Lin | 28 February 2025
An iron chain is suspended between two cargo vessels, blocking access.
An Early Look at the Implications of Tariffs and a Trade War

After the trade war’s opening salvoes, tensions seem set to last for some time.

Eric Winograd | 04 February 2025
An Atlantic sailfish attacks a school of sardines in an attempt to strike one with its serrated bill, off the coast of Isla Mujeres, Mexico.
How to Invest in Emerging Market Equities as New US Policies Bite

Not all companies in emerging markets will be hurt by President Trump’s agenda. Here’s what equity investors should look for.

Sammy Suzuki | 23 January 2025
A kayaker in a red kayak deftly navigates ice floes.
Can European Stocks Overcome Fallout from “America First” Agenda?

European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer.

Thorsten Winkelmann, Marcus Morris-Eyton | 21 January 2025
Straight jets of different colored paints are shot into water, where they burst into an explosion of color.
Equity Outlook: Preparing for Profound Policy-Driven Change

Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.

Nelson Yu | 03 January 2025
A graphic depiction of a line chart, with two lines diverging toward the end.
How Does Global “Friend-Shoring” Affect Chinese Manufacturers?

US elections could create fresh trade friction, increasing the impetus for Chinese companies to relocate key operations.

John Lin | 25 March 2024