16th April 2025

BNY: Tariffs and deregulation: a US equities perspective

Newton US equity income portfolio manager John Bailer considers two tenets of the Trump presidency so far – import tariffs and deregulation – and what they could mean for certain sectors of the US economy.

Investment Commentary

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Aberdeen: Resilience by design: multi-asset portfolios for volatile markets

A look at the benefits of deliberate, long-term multi-asset portfolio construction.

BNP Paribas: View from the markets: Fair weather outlook

Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.

M&G: What is a safe haven now?

Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.

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