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Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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Runner catching their breath

Tariff pause: Reasons to exhale and get back to basics

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.

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