Market sentiment has generally improved following the recent US-China meeting in Geneva. Developments indicate a shift in the US’s stance, with signs of a move toward...

The MSCI Asia Pacific Ex-Japan Index (+1.4%) continued to outperform the MSCI World Index (+0.7%) for the third month in a row, as US and European markets were still stumbling...

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...