Market Perspectives: Is the US-China trade war over already?
We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.
Multi-Manager Perspectives: When is a trade deal not a trade deal?
It has been another week of relentless newsflow, with central bank meetings and trade deals on the agenda.
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.
Multi-Manager Perspectives: Who will blink first in this trade war… China or the US?
It’s been another week of tariffs in the headlines, though further carve outs from previously announced tariffs and reports that China is mulling over US proposals for talks has helped the mood.
Will empty shelves in the US force further pragmatism around trade?
With signs of pragmatism emerging from the White House we have seen calmer conditions in financial markets.
Multi-Manager Perspectives: A glimmer of hope, but how much damage has already been done?
After a volatile start to the week in the US, financial market nerves appear to have calmed somewhat on signs of some pragmatism emerging from the White House.
Is the US heading for a self-inflicted recession?
The tariff uncertainty continues, and equity, bond and currency markets remain volatile.
Multi-Manager Perspectives: Keep your seatbelts fastened, there may be more turbulence ahead
The market focus remains firmly on tariffs, while the week before last was dominated by 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?
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.
How much uncertainty can markets stomach?
The tariffs are expected to significantly impact the global economy, potentially raising US inflation and reducing growth. Markets around the world have sold off sharply.
