Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Assessing market reactions to the Trump administration’s recently imposed tariffs.
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Lessons learned from Trump’s first term as post-election euphoria fades and the market enters its next phase of policy impacts and economic realities.
The two West African nations are in the midst of tectonic political and economic shifts. How likely are they to succeed?
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
Exploring the likelihood that Fannie Mae and Freddie Mac will be privatized.
In assessing tariffs’ potential economic impact, investors need to understand President Trump’s motivations and where compromise can be reached.