Gold funds surge in January as tariff fears mount
Precious metal funds topped the charts while India funds tanked
Tariffs
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Global markets fall as Trump tariffs spark trade war concerns
Equity markets have fallen in the wake of US tariffs on China, Canada and Mexico
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Is it time to re-consider thriving China funds amid their rally?
China funds could be back on the menu after roaring back with some of the highest returns of 2024
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Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett
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Trump, tariffs, and trade wars – The pivotal uncertainties lingering over Chinese equities
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
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CIOs name trade wars and concentration risk as 2025’s top concerns
ARC market sentiment survey also found inflation to be among CIOs top risks for the coming year
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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ARK Invest: Why Trump’s trade tariffs could fuel opportunity in China
Heightened tariffs may spur growth in China’s tech sector rather than stunt it as Trump intends, writes Rahul Bhushan
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Rachel Reeves: ‘We’re not coming back with more tax increases or borrowing’
The Autumn Budget was a ‘once in a Parliament reset’ to get public finances in order
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How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
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‘Inflationary’ and ‘volatile’ or ‘good for growth’?: Trump declares victory in 2024 US election
Trump wins US election, paving the way for high tariffs and tax cuts that could prove volatile
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PGIM Fixed Income: Five risks US tariffs pose to European markets
Global trade tensions could exacerbate Europe’s competitive decline, writes Katharine Neiss