Our latest macroeconomic insights Asset Allocation Update What to expect from EM financial markets in 2025 We are pessimistic about the outlook for most emerging market assets in 2025, due to the effects of Donald Trump’s agenda, slowing Chinese activity, subdued commodity prices, and domestic challenges. 22nd January 2025 · 4 mins read Asset Allocation Update Non-US equities during Trump’s first year back in office We think Trump’s trade policies will weigh on equity returns outside of the US, making 2025 a year of muted returns for emerging market equities. But we think it will still be a decent year for stocks... 22nd January 2025 · 5 mins read US Economics Update What to make of Trump’s latest trade plans? The “America First Trade Policy” White House memorandum makes it clear that tariffs are coming, although we still have little clarity on the timing. There are some signs that a universal tariff could... 21st January 2025 · 3 mins read Global Economics Focus The Shape of the Fractured World in 2025 The share of the fracturing global economy that is accounted for by China and its geopolitical allies contracted in 2024, leaving it under a third the size of the US bloc at the start of 2025. This... 17th January 2025 · 1 min read Pagination Previous … Page 29 Page 30 Page 31 Page 32 Current page 33 Page 34 Page 35 Page 36 Page 37 … Next
Asset Allocation Update What to expect from EM financial markets in 2025 We are pessimistic about the outlook for most emerging market assets in 2025, due to the effects of Donald Trump’s agenda, slowing Chinese activity, subdued commodity prices, and domestic challenges. 22nd January 2025 · 4 mins read
Asset Allocation Update Non-US equities during Trump’s first year back in office We think Trump’s trade policies will weigh on equity returns outside of the US, making 2025 a year of muted returns for emerging market equities. But we think it will still be a decent year for stocks... 22nd January 2025 · 5 mins read
US Economics Update What to make of Trump’s latest trade plans? The “America First Trade Policy” White House memorandum makes it clear that tariffs are coming, although we still have little clarity on the timing. There are some signs that a universal tariff could... 21st January 2025 · 3 mins read
Global Economics Focus The Shape of the Fractured World in 2025 The share of the fracturing global economy that is accounted for by China and its geopolitical allies contracted in 2024, leaving it under a third the size of the US bloc at the start of 2025. This... 17th January 2025 · 1 min read
