Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
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Are we back to the 1890s with the new “liberation day” tariffs?
First impressions from credit markets to President Trump's Liberation Day.
David Elms, Head of Diversified Alternatives, explores the potential strategic advantages of multi-strategy investing in uncertain times.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
How fixed income markets are responding to Trump’s sweeping tariffs.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.