Audio commentary: Unraveling the uncertainties

For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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.