Trump, tariffs, and trade wars – The pivotal uncertainties lingering over Chinese equities
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
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Tariffs
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CIOs name trade wars and concentration risk as 2025’s top concerns
ARC market sentiment survey also found inflation to be among CIOs top risks for the coming year
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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ARK Invest: Why Trump’s trade tariffs could fuel opportunity in China
Heightened tariffs may spur growth in China’s tech sector rather than stunt it as Trump intends, writes Rahul Bhushan
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Rachel Reeves: ‘We’re not coming back with more tax increases or borrowing’
The Autumn Budget was a ‘once in a Parliament reset’ to get public finances in order
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How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation
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‘Inflationary’ and ‘volatile’ or ‘good for growth’?: Trump declares victory in 2024 US election
Trump wins US election, paving the way for high tariffs and tax cuts that could prove volatile
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PGIM Fixed Income: Five risks US tariffs pose to European markets
Global trade tensions could exacerbate Europe’s competitive decline, writes Katharine Neiss
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Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
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Amundi CIO Vincent Mortier on tariffs: ‘There are always winners and losers…but the losers outweigh the winners’
Amundi CIO discusses the potential impact of the upcoming US election on markets
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Morningstar: What does the US election mean for investing in China?
The new president’s stance on China will have knock on effects for investors – Nick Stanhope looks at how to navigate them
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Rathbones: Prepare for the unexpected when America votes
The two candidates offer starkly different routes for the US equity market, says Oliver Jones