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 challenge it poses to investors within and beyond the US.
Our Long Read turns to gold, taking a closer look at the structural drivers behind its multi-year rally—and why we believe this strength may prove enduring.
Read the April Portfolio Perspectives here.
In this month's Portfolio Perspectives, we examine three themes shaping client portfolios: the evolving investment case for Chinese equities, the implications of rising Middle East...
In this month's Portfolio Perspectives, we look at the oil price shock that has followed the war between the United States, Israel and Iran, and...
Recent weeks have brought a sharp rise in market volatility, driven largely by heightened tensions in the Middle East. At points, a number of asset...