Insights (Blog)

Just as it seemed a trade deal was in reach, the U.S. and China have ratcheted up the hardline rhetoric, stoking the embers of the trade war. We look at the likely fallout for the economy and explain why a constructive yet vigilant position

An earnings season plot twist?

Investors should use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of equity portfolios.