Audio commentary: Unraveling the uncertainties

As the U.S. and China continue their tariff battle, we look at the potential impact of tariffs on China’s economic growth and what steps China equities investors should take if there is a market rebound.

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.