Global markets fall as Trump tariffs spark trade war concerns
Equity markets have fallen in the wake of US tariffs on China, Canada and Mexico
Donald Trump
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Beneath the bonnet: The case for Shell, Nubank, Grab and luxury goods
Three fund managers on stocks they are excited about right now
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Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett
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Trump, tariffs, and trade wars – The pivotal uncertainties lingering over Chinese equities
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
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‘Strap in’: Trump returns to questions on tariffs and inflation
Trump returns for second term in the White House
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The best performing funds of 2024
Funds investing in US tech topped the charts in 2024, but some more specialist portfolios also delivered outsized returns
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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ARK Invest: Why Trump’s trade tariffs could fuel opportunity in China
Heightened tariffs may spur growth in China’s tech sector rather than stunt it as Trump intends, writes Rahul Bhushan
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Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
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Euro vision: What Europe’s valuation discount means for investors
As Europe’s political and economic woes mount, and incoming US president Trump’s trade tariffs loom large, what are the region’s investment prospects
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Mind Money: Why China will transform the global commodity market in 2025
China’s economy sways commodity markets, so a rapid slowdown of growth is likely to upend global dynamics, writes Igor Isaev
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US anticipated as top 2025 performer by 40% of fund groups
Europe anticipated as worst-performing region by 37.5%