A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
Navigating the fog of tariffs in emerging market equities
Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.
Navigating the fog of tariffs in emerging market equities
Is the worst of the trade war already behind us?
The focus is on tariffs and their impact on financial markets, including wild swings in equities and a dramatic sell-off in US Treasuries and the US dollar.
Is the worst of the trade war already behind us?
Short-term volatility in context
What should investors do when markets get bumpy?
Short-term volatility in context
What should investors do when markets get bumpy?
Tariffs and credit markets
In the US, the Trump administration’s imposition of tariffs on imports from trading partners across the world has seen markets plunge. Here is what we are thinking as a credit desk and how we are approaching portfolios.
Tariffs and credit markets
In the US, the Trump administration’s imposition of tariffs on imports from trading partners across the world has seen markets plunge. Here is what we are thinking as a credit desk and how we are approaching portfolios.