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Since Trump announced sweeping new tariffs on ‘Liberation Day’, market dynamics have shifted almost daily. In this issue, we explore the rising political risks surrounding his presidency and the...

The March Outlook takes a market stance on reactions around Trump’s latest policy decisions, while also diving into equity markets, fixed income and commodities more broadly. In our Long...

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This month we examine the arguments suggesting that much of the equity market rally from last autumn is speculative and hence fragile. We point to some more fundamental improvements...