We continue to maintain globally diversified portfolios across asset classes and geographies while seeking to enlarge our pool of managers outside the...
— U.S. GDP shrank by 0.3% in the first quarter, driven by a 41% surge in imports (which subtract from GDP growth), as consumers and business sto...
— Businesses are already trying to pass tariff costs onto customers, Fed report says. — Orders for big-ticket items like autos and appli...
The Trump administration’s tariff and trade policy has accelerated the move to a multipolar world much faster than expected, unleashing a high level...
— China rolled out non-tariff trade measures against the U.S. (in addition to 125% tariffs), including export ban on rare earth minerals and scr...
— The Trump administration lowered tariffs on U.S. electronics imports from China to 20%; also lifted the reciprocal tariffs on all other countr...
So far, April has indeed been the cruelest month in a long time for global markets. Yesterday, as the Trump administration prepared to levy even highe...
— The U.S. raised its import tariffs dramatically for countries worldwide, and China responded with its own tariffs; markets sank on fears of es...
Why such high tariffs and why now? Perspective and insights from David Baker, Senior Director, Investment Strategy and Communications.
