US President Donald Trump extends the deadline for more than a dozen key trading partners. While there may be future headwinds for investors, we believe it is far more sensible to look through the noise and focus on the signals generated from fundamentals such as interest rates, economic growth, and corporate earnings.

How the conflict with Iran could impact markets and how we’re assessing the situation alongside client portfolios. Read our latest CIO update.

What does the latest round of global interest rate decisions mean for economies and investors?

Governments across the globe are ramping up their spending, causing yields to rise. But is this becoming a buying opportunity for investors?

We’ve seen the dollar weaken so far this year but extending time horizons identifies that currency movements might not impede equity returns over the long term. Read our latest CIO update.

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