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.

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.

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.