As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
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US–EU tensions escalate as new US tariffs prompt European unity and raise market escalation risks.
Considering the impact on oil prices and energy stocks from the U.S. removal of Nicolás Maduro.
What are the implications for risk appetite, emerging markets and geopolitics after Trump’s ousting of Venezuela’s Maduro?
What will U.S. action and the presidential change in Venezuela mean for investors?
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Why absolute return strategies are set to play a pivotal role in 2026, offering diversification and resilience to offset uncertainty and evolving market dynamics.
From underdogs to potential frontrunners: are small caps ready for a resurgence in 2026?
Can European equities grow in 2026, fuelled by reforms, improved trade conditions, and a broadening macroeconomic rebound?
Daniel Siluk and Addison Maier argue that already elevated inflation coupled with fiscal stimulus should compel bond investors to assess risks along all points of the yield curve.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.