Talking tariffs

Breaking down what tariffs mean for investors.

Macroscope |3 minutes

Time for European assets to shine

Macroscope |3 minutes

Trade shock accelerates China’s strategic pivot

Talking tariffs |10 minutes

Trump unleashes trade policy, shakes markets, adapts the rules, sets a course

Talking tariffs |5 minutes

Follow the trendlines, not the headlines

Talking tariffs |14 minutes

Decoding tariffs: A framework for investors in EMD

Sangeeth Sewnath

Thys Louw

Aurelie Martin

Sahil Mahtani

Varun Laijawalla

EM Perspectives

Deliberating EM equities

Navigating an increasingly diverse and higher-quality asset class.

Atlantic forest, Brazil

Deliberating EM debt

Tackling the topics that are most relevant for investors today.