Investment Focus Magazine

President Trump's return to the White House means investors are assessing the implications for the economy and markets. In this edition of the magazine, several of our managers provide their insights and you can also see what your peers think about trade tariffs in findings from our latest Customer Panel Survey. We look back at Trump's first term and contend that economic forces and evolving technology mean the future can still be sustainable. Elsewhere, we explore specific factors shaping the UK bond market, discuss the income opportunity from dividends and the transformative role of artificial intelligence.