Global Insights

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025 and...

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

Pressure points in the economy and markets were triggered, sweeping up equities into a global selloff. We look at the market’s supporting factors and how investors should tilt equity exposure in portfolios.