Trump’s latest semiconductor restrictions are advancing the shift towards AI chip deglobalisation.
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.
We consider what current yields have historically meant for investors.
Intra-year stock market declines have historically rarely translated to the market being down for the entire year.
Views on the implications of tariffs on Japanese companies.
A discussion on how tariffs will impact the technology sector.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
We unpack climate and nature reporting standards and how they enable investors to make investment decisions on financially material factors.
Timeless teachings from Greek Stoic philosopher Epictetus that may help investors navigate market volatility and uncertainty.
The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
First impressions from credit markets to President Trump's Liberation Day.