A discussion of the implications of additional US tariffs on Chinese exports and the measures to support its economy.
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.
Trump’s latest semiconductor restrictions are advancing the shift towards AI chip deglobalisation.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
How are Trump’s tariffs changing market dynamics for European equities, as investors seek to navigate through post-tariff uncertainty?
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.
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.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Residential REITs can offer attractive growth opportunities across a range of ‘living’ sub-sectors.
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.