Investments & Markets
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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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