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Jaksot(300)

Bare down or bear "down" market?

Bare down or bear "down" market?

Bear market headlines are back in the spotlight following the latest tariff developments. While bear markets can be painful for investors with the S&P 500 declining, forward returns have historically ...

8 Huhti 20251min

Current trade war through an EM lens

Current trade war through an EM lens

With US tariffs surging from 2.5% to 25%, global trade and investment flows face a historic restructuring. Through an Emerging Markets lens, how are these times affecting places around the world?

8 Huhti 202511min

Tariffs go into effect…what’s next for fixed income?

Tariffs go into effect…what’s next for fixed income?

The word 'uncertainty' appeared 16 times in the Fed Chair's latest press conference - a fitting soundtrack for today's economic landscape. Will the Fed pivot or will they stick to their path to rate c...

4 Huhti 20250s

Are megatrends rewiring global markets?

Are megatrends rewiring global markets?

AI, climate adaptation, and supply chain security aren't just buzzwords - they're reshaping how capital flows across borders and sectors. Why waiting for perfect clarity might mean missing the opportu...

2 Huhti 202512min

Tariffs - The questions no one is asking

Tariffs - The questions no one is asking

April 2nd marks a key date for global trade policy. As nations prepare for new potential tariff measures, financial markets continue to adjust. How could these developments impact different sectors an...

28 Maalis 202511min

See what's inside the 2025 Entrepreneurs report

See what's inside the 2025 Entrepreneurs report

We’re at the midpoint of a decade that has brought solid economic growth and technological breakthroughs, but which also gave us a global pandemic and ongoing geopolitical conflicts. So what are entre...

26 Maalis 20250s

Women's wealth transfer could be the "perfect storm"

Women's wealth transfer could be the "perfect storm"

5 years from now, women will control 38% of investable assets – that’s $30 trillion in financial power. Is this the time for the SHEconomy?

25 Maalis 202514min

The US economy and the market’s reactions

The US economy and the market’s reactions

With government debt projected to reach 160% of GDP and interest rates expected to bottom out at 4% vs. 2% - has the market misjudged the economic impact of the new administration's agenda?

24 Maalis 202510min

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