The abrupt swings in US policy combined with pressure on the Fed’s independence have shaken investor trust in the dollar, which was still clearly evident in positioning....

In the first quarter of 2025, investors withdrew a record $8.6 billion from sustainable funds, signaling that the backlash against ESG (environmental, social, and governance)...

The term “trade deficit” has recently become a flashpoint in global politics and economics. U.S. President Donald Trump frequently cited America’s trade deficits—particularly...

The MSCI Asia Pacific Ex-Japan Index (-0.7%) largely outperformed the MSCI World Index (-4.6%) as US geopolitics and tariff threats took a heavier toll on home turf than on...

Markets were in deep blue territory due to concerns over reciprocal tariffs, but staged a sharp relief rally after President Trump announced a 90-day pause on steep tariff...

The geopolitical landscape has shifted dramatically following the November 2024 US presidential election, which saw Donald Trump’s victory. Initially, his win boosted market...