Sue Whitbread
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Quilter Cheviot: Tech tariff rollercoaster at least shows the industry is a special case
Ben Barringer, global technology analyst at Quilter Cheviot, explores the latest volatility in US tech tariffs, highlighting the shifting policy landscape under…
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American Century Investments’ Q2 outlook: Uncertainty presents investors opportunities
In its second quarter investment outlook, American Century Investments offers insights on opportunities in a season dominated by policy and market uncertainty…
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British Business Bank’s Growth Guarantee Scheme to support businesses affected by tariffs
The Growth Guarantee Scheme will provide approximately £500m of additional lending capacity to help smaller businesses across the UK. The extra funding…
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Cathie Wood at ARK Invest comments on Trump’s tariff policy
Following the chaotic week of Trump’s Tariff’s Policy, Cathie Wood, CEO and CIO at ARK Invest, has shared her thoughts. “While many observers…
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Hargreaves Lansdown: Markets rise after a whirlwind weekend of tech tariff drama
Matt Britzman, senior equity analyst, Hargreaves Lansdown, has shared a market report, with European markets opening higher while US futures rise as…
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Vanguard: A new economic outlook for the UK and Europe amid turbulence
Something had to be the catalyst. After a steady, upward march of U.S. equities valuations, especially those of large growth companies, something…
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WTW: Global M&A upbeat start under threat as trade war escalate
Global dealmakers achieved a market outperformance in the first three months of 2025, according to research on completed deals from WTW’s Quarterly Deal Performance…
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Evelyn Partners: Markets and investors scarred as long-term US borrowing costs set for biggest spike since 1980s
With the US-China trade war continuing to escalate and rampant uncertainty around the possible impact of Trump’s tariffs on economic growth, equity…
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J. Safra Sarasin Sustainable Asset Management: A rough ride to a new world order
With the announcement of massively higher reciprocal tariffs on April 2, President Trump has demonstrated again that he wants a pivotal shift…
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DoubleLine: Positioning portfolios amid trade policy volatility
The 90-day tariff pause announced April 9 by the White House, notwithstanding that day’s relief rally in risk assets, leaves unchanged an…
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Should you bet on a unique tree or a ‘forest’ of stocks? Vanguard’s Lewis highlights lessons of diversification
Wealth creation in equity markets is driven by a tiny fraction of stocks—so small, in fact, that missing just a handful could…
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Capital.com: Could “only China” tariffs work?
So, in another wild turn of events, Donald Trump announced Wednesday afternoon that he was postponing reciprocal tariffs for 90 days for…
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ARK: Structural problem or an adjustment phase – Will anyone win in Trump’s tariff war?
While the very real and devastating effects of physical war dominate news bulletins, notably in Ukraine and Gaza, it makes you wonder…
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Nikko Asset Management’s Asian Fixed Income team comments on the tariff impact on Asian fixed income markets
“Liberation Day” tariffs were significantly higher than what the market expected. The impact of these tariffs was especially pronounced in Asia, where…
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Bond market turbulence triggers Trump’s tariff U-turn: investment strategists share reaction to market rebound and ongoing uncertainty
Markets staged a dramatic rebound yesterday as President Trump announced a surprise 90-day pause on newly imposed country-specific tariffs—barely days after they…
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M&G’s Head of Global Equities comments on tariffs and equity markets
As markets grapple with the uncertain trajectory of global trade policy, Daniel White, Head of Global Equities at M&G, explores the implications…
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Aberdeen comments on the latest macro movements in the US and China
Aberdeen’s economists have provided their assessments on the shifting macro dynamics in the US and China, with implications for markets, policy, and…
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JOHCM UK Equity Income’s Clive Beagles reacts to tariff news
Clive Beagles, Senior Fund Manager of the JOHCM UK Equity Income Fund, has shared his latest thoughts with us, as he highlights…
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Why are bond markets selling off and what should investors do? AJ Bell’s Khalaf explains the current downturn
When bond markets are discussed in national news headlines, you know something serious is going on. It’s happening right now. Both US…
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Market update: Wednesday wipeout as China hits back hard in tariff war
With the FTSE 100, Dax and CAC back in negative territory again today, and further losses in Asian markets overnight, Wall Street…
