Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

At first glance, biodiversity may seem like an out-of-place topic when it comes to investing. In recent years, however, it has become clear that biodiversity and nature loss pose potential systemic risks to society, business and the economy.

We explain why the details associated with the tariff saga are less important than overall investment strategy, and why investors should think about their long-term strategic allocation as an anchor during periods of extreme volatility.