Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
Insights
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Assessing market reactions to the Trump administration’s recently imposed tariffs.
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?
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.
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.
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.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.