A watershed reached?
market snapshot
Tariffs on the table
Video transcript How do you think tariffs might affect international equities in 2025? Tariffs are going to affect international equities in 2025, primarily because of uncertainty. The uncertainty that obviously comes with the recent Trump election is that the level of tariffs is going to mean that, at the end of the day, we are […]
Inflation unlikely to derail Fed plans
market snapshot
US small-caps surge on Trump rally
market snapshot
Renta fija: Nuevos retos para el ciclo de relajación monetaria
2025 Outlook
¿Continuará el rally de la renta variable en 2025?
2025 Outlook
Whatever it takes 2.0
market snapshot
Global reverberations of the US election
Two weeks out, the storm that was the US election has given way to clearer skies—and more clarity on how the Trump administration might turn campaign promises into policy. Our CIO for Global Equities Stephen Auth recently outlined how the issues of tax cuts, higher tariffs, reduced regulations, smaller government, immigration reform and resolution of […]
The trouble with tariffs
The US election is over, and investors are beginning to assess who will be the winners and losers during Trump’s second term in office. Will President-elect Trump do all that he said he would do? Or was a lot of what he proposed just campaign rhetoric? We can be fairly certain that tariffs are going […]
Has the Fed’s rate-cutting cycle been knocked off course?
market snapshot
