All about tariffs

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A welcome boost

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Volatility, velocity and vigilantes

After a choppy start to the year, and a rally through much of Q2 and Q3, the Bloomberg US Aggregate ultimately gave up a portion of year-to-date (YTD) return in Q4, while remaining modestly positive for the year at 1.25%. Growing investor expectations of a Donald Trump win fuelled a risk rally in the weeks […]
A watershed reached?

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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

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US small-caps surge on Trump rally

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Fixed income: New challenges for the easing cycle

2025 Outlook
Will the equities rally continue in 2025?

2025 Outlook
Whatever it takes 2.0

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