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Fiscal versus tariffs: what wins out for Europe?
Just as investors were starting to explore the potential for growth in Europe, Trump’s tariffs landed. To what extent is the case for Europe still intact?
3
min
Article
2026-04-30
How China can offset the tariff shock
Macro Strategist Johnny Yu details the approaches Beijing could take to offset the tariff shock, from fiscal strategies to potential retaliatory measures to concessions that Washington may welcome.
7
min
Article
2026-04-15
What do tariffs mean for portfolios?
Tariffs exceeded market expectations. Now what? Expect short-term volatility, identify concentrations and consider using sell-offs as an entry point to diversify across regions and styles, says Nanette Abuhoff Jacobson, Global Investment and Multi-Asset Strategist.
3
min
Article
2026-05-31
Early thoughts on historic hike in US tariffs
Macro Strategist Michael Medeiros explores the significant economic and market implications of the latest US tariffs, highlighting potential recession and inflation spikes, and the impact on global trade relations.
4
min
Article
2026-05-31
Could “Liberation Day” trigger a shift in capital flows?
John Butler discusses groundbreaking US tariffs, their impact on capital flows, and the changing investor perception of the US and Europe.
3
min
Article
2026-05-31
Chart in Focus: how sustainable is Europe’s rally?
Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.
4
min
Infographic
2026-03-31
The US equity rotation: Where have all the good vibes gone?
After riding into 2025 on a wave of post-election euphoria, the US stock market has struggled to find its footing so far this year. Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at what’s changed in the markets and what it might mean for investors.
4
min
Article
2026-03-31
What does Trump's US election win mean for bond investors?
During the week of US election, Paul Skinner interviews Connor Fitzgerald, Fixed Income Portfolio Manager, on the market implications and his portfolio positioning following the presidential election results.
4
min
Article
2025-11-30
It’s different this time: Trump faces challenging geopolitical dynamics
Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.
3
min
Article
2025-11-30
Trump win likely to accelerate macro trends already in motion
The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.
5
min
Article
2025-11-30
What do the US election results mean for investors?
The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Video
2025-11-30
Four investment perspectives amid a pivotal US election
How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.
6
min
Article
2025-09-30
Harris vs Trump: The foreign policy and investment implications
Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.
4
min
Article
2025-02-28
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