FSA highlights five global equity funds that have outperformed since markets started to recover from the tariff sell-off.
Tag: tariffs
TT International: Correlations between assets have changed
Emerging market debt stands to benefit from investors looking to diversify out of traditional safe haven assets, according to Jean-Charles Sambor, head of emerging markets (EM) debt at TT International.
JPMAM expects profit downgrades in crucial earnings season
JP Morgan Asset Management’s chief market strategist for Apac Tai Hui flags slowing capital expenditure as a potential indicator of a recession.
5 outperforming funds since Trump’s tariff day
FSA highlights five funds that have delivered strong returns since US tariffs were announced on 2 April.
HSBC GPB&W: Build diversified multi-asset portfolios
The best strategy to mitigate global trade risks is to create well diversified multi-asset portfolios, suggests HSBC GPB&W CIO Cheuk Wan Fan.
SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US.
Morningstar CIO: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp.
Utilities, K-pop and dividend funds resilient amid global market rout
FSA looks at which global strategies have held up relatively well during the tariff-induced market sell-off.
UBS GWM: Gold, quality bonds and hedge funds
There are ways to mitigate portfolio volatility, says UBS Global Wealth Managment CIO.
BlackRock: Prolonged policy uncertainty is biggest risk to US growth
Current data doesn’t suggest a recession in the US, but BlackRock warns that prolonged uncertainty poses a big risk.
