The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Four powerful trends involving game-changing innovations and demographic changes are set to play out in the global economy over the coming decades. We believe they can provide an attractive way to plug investment portfolios into the future.