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.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
How can investors weather this storm? We explore how European securitised investments stand amid the volatility.
As the impact of a new tariff regime spreads across the market, Portfolio Manager Ollie Beckett considers the potential for European smaller companies to adapt and thrive.
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.
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.
Are we back to the 1890s with the new “liberation day” tariffs?