Trump tariffs loom large over US small caps
A renewed bout of inflation from tariffs could diminish any hopes of a resurgence in US small caps
Tariffs
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Bank of England holds interest rates amid market uncertainty
The central bank followed the Federal Reserve in remaining cautious as Trump threatens global tariffs
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Fed holds rates as Trump’s tariffs downgrade US growth forecasts
The central bank remained cautious as uncertain trade policy risks inflation ‘spiralling’
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Canada and Mexico tariffs ‘sharply escalate the risk of all-out global trade war’
Canada, China and Mexico retaliated to Trump’s ‘dangerous and high stakes’ moves with counter tariffs
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AllianceBernstein: Are European equities finally poised for a resurgence?
Despite the threat of tariffs, macro conditions in Europe could be improving after a period of lacklustre returns, writes Marcus Morris-Eyton
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Gold funds surge in January as tariff fears mount
Precious metal funds topped the charts while India funds tanked
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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
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Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024
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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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CIOs name trade wars and concentration risk as 2025’s top concerns
ARC market sentiment survey also found inflation to be among CIOs top risks for the coming year
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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