Markets rally as hopes of US – China trade deal rise and Powell threat subsides
Prompted by latest comments from President and Treasury Secretary
Donald Trump
-
-
Safe haven no more? ‘US Treasuries are behaving like distressed assets’
Investors react to President Trump’s war on global trade by turning their backs on US assets… as well as equities and cryptocurrencies
-
Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
-
UK inflation eases to 2.6% in March
The print, which came in below expectations, could pave the way for further interest rate cuts
-
The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
-
Stocks surge and yields stabilise as Trump tariffs paused
Global investors enthusiastically welcomed a 90 day pause in US reciprocal tariffs
-
Markets on a knife-edge as tariff headlines prompt wild swings and Treasury yields jump
Speculation mounting that Federal Reserve chair Jerome Powell will be compelled to take some action
-
In a volatile world, diversification must go beyond 60/40
There is a growing consensus that a portfolio split between public equities and bonds is no longer enough in today’s markets
-
Markets bounce on Trump trade deal hopes
Optimism stems from indications countries have approached the US government in search of a deal
-
Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
-
UK remains least popular market despite mounting disdain for US equities
Investors removed £1.4bn from UK equity funds in February while adding £496m to increasingly volatile US funds
-
‘Worst case scenario’ Trump tariffs a hammer blow to Asian equities
China, Japan, India, Vietnam facing highest tariffs