Investors witnessed a sharp correction in major stock indexes after Trump imposed tariffs. An analysis of the S&P 500 PE trendline notes the re-rating potential of growth sectors that have slid into value territory.
Market movements since Donald Trump’s inauguration are drawing comparisons with the 2018/19 trade war. With a 10% loss already, another 10% dip could be on the horizon if the economic fallout worsens.
With the risk premium of bonds relative to equities at a 20-year low, US bonds – particularly medium-term ones – are regaining their relevance in diversified investment portfolios.
The US economy continues to surge ahead, driven by AI investments, resilient corporate growth, and strategic monetary policy.
DeepSeek’s new AI has sent shockwaves through stock markets. Schroders shares insights on how this shift may alter chip demand and influence technology giants.
Donald Trump’s tariff threats shook global markets in 2018 and 2019, leaving investors grappling with volatility and uncertainty. Here are the lessons for investors as an unpredictable economic climate looms.
Investors should prioritise risk management by regularly re-evaluating their portfolios, rather than chasing high-growth investments driven by market euphoria.
The US economy is giving off mixed signals, and the big question is whether it will slip into a recession or manage a soft landing.
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