Assessing market reactions to the Trump administration’s recently imposed tariffs.
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In assessing tariffs’ potential economic impact, investors need to understand President Trump’s motivations and where compromise can be reached.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
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.
We see three macro drivers that investors must expertly navigate in 2025 and beyond. Explore our thinking on positioning for a brighter investment future.
By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.
Donald Trump's election victory is anticipated to inject further stimulus into the US economy, with financial markets responding accordingly.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.
The Market GPS Multi-Asset Quarterly highlights key drivers and shares the Multi-Asset Team’s dashboard that informs their positioning.