Markets and Economy Insights

An anatomy of tariffs: History, theory, and prognosis

Lessons for navigating an era with higher trade barriers

Summary with Investment Specialist Ritu Vohora

Investing in a post‑globalisation world

2025 Midyear Market Outlook

Inflation protection and equity diversification to drive asset allocation

Previously unfavored assets are becoming more attractive

Bonds with credit risk may outperform government debt

Tariffs and German fiscal reform have shifted bond landscape

Equity markets to broaden further

An expanding opportunity set is expected to occur within the U.S. and overseas

Trump's tariffs will hit the U.S. economy hardest in the near term

No region will be unaffected in battle of heavyweights

U.S. economy at a crossroads: Inflation, trade realignment, and the road ahead

Fiscal stimulus should be supportive, but inflation and trade uncertainties remain key risks.

Are U.S. Treasuries still a shelter from recession?

Tariffs and Fed policy uncertainty have undermined the traditional role of U.S.Treasuries.

Tariffs create uneven outcomes, but they can also present opportunities

Tariffs create uneven outcomes, but policy changes present opportunities for active managers.

Five rules for investing in volatile times

What past crises can teach us about investing during market stress

The losers and (relative) winners of Trump’s shapeshifting tariff war

The proposed levies will hit hard if imposed after the 90-day pause

What’s behind the U.S. Treasury market’s roller coaster ride?

Abrupt moves in the wake of the tariff announcement garner significant attention.

Stay invested: The cost of cashing out during a market sell-off

Market timing can lead to missed rallies and lower returns. Stay invested for long-term growth.

What tariffs could mean for your wealth

The “Liberation Day” announcements have unleashed a maelstrom.

Trump’s tariffs: More detail, less certainty

Economic pain eventually could lead to tariff relief, but a return to normal seems unlikely.

Tariffs: What investors need to know

Explore the potential effects of expanded tariffs on U.S. and global markets.

Trump’s tariffs: More bite than bark?

The view that tariffs would have little long-term impact on asset prices is likely to be mistaken.

Trump’s tariffs are a wild card for the global economy

Trade wars do not produce winners.

Three important insights from 2024

Three investment trends from 2024 could continue to influence capital market behavior in 2025.

China’s policy pivot marks a turning point in the economic cycle

A policy pivot from risk control to growth support suggests a more favorable environment for growth and business.