Assessing market reactions to the Trump administration’s recently imposed tariffs.
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.
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.
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.
As the Trump administration rolls out new energy policies, the impacts on prices and production remain uncertain.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
Jenna Barnard believes political upheaval may lean in favour of bonds.
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.