Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
Analysis
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‘Worst case scenario’: Trump tariffs a hammer blow to Asian equities
China, Japan, India, Vietnam facing highest tariffs
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Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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Natixis: German fiscal ‘bazooka’ makes European bonds ‘a lot more interesting’
‘At last, Germany will spend’, said panellists at the Natixis Thought Leadership Summit
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Where next for European stocks after Trump punishes carmakers?
European stockmarkets closed at a record high in March, But, with tariffs on the horizon, is the market rally sustainable?
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Spring Statement 2025: What to expect from the chancellor’s speech
Rachel Reeves could be forced to make some ‘unpopular decisions’
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Square Mile’s fund selector: IA UK All Companies
Amaya Assan, head of fund origination at Square Mile Investment Consulting and Research, checks out the top performers and compelling newcomers
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Q&A: What does Foresight’s acquisition of WHEB mean for the future?
George Latham, managing partner at WHEB, explains why cultural alignment was crucial
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Macro matters: Is IA Latin America in terminal decline?
The sector could face closure just four years after it was launched as the number of funds dwindles
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25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
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ECB delivers second interest rate cut of 2025
25 bps cut announced amid fiscal stimulus in Germany and US tariff fears
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Will a Ukraine ceasefire boost or burden Europe?
Europe has rallied at the prospect of a ceasefire, but the subsequent costs on Ukraine’s neighbours could prove to be yet another headwind