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Discover how equity analysts navigate market volatility, focusing on long-term fundamentals amidst rising geopolitical risk and trade uncertainty.

President Donald Trump’s widespread tariffs have caused extensive volatility on equity markets globally. The news is changing rapidly but, after an historic advance on Wednesday, markets are above the levels we saw earlier in the week.

Donald Trump announces sweeping tariffs that will reshape trade relationships with the United States. The new tariff regime is more severe than expected, and extraordinary, both in terms of scale and how they were calculated.

Explore the impact of heightened geopolitical tensions, tariff threats and fiscal shifts on US and European markets in Q1 2025.

The Chancellor, Rachel Reeves, delivered the Spring Statement amidst a challenging economic backdrop, addressing a £14 billion fiscal gap.

Amid inflation concerns, shifting Fed policies and geopolitical tensions, the US economy faces a critical juncture. Explore how interest rates, wage growth, and tariffs impact markets and central bank decisions.

Discover how Trump's tariff policies are reshaping the US economy. Explore past tariff impacts, market reactions, and what they mean for investors.

As investors, we are always trying to separate meaningful information from the noise in an ever-changing geopolitical landscape. This week the most significant events came from Germany, which announced plans for one of the largest fiscal regime shifts in post-war history.

It has not been an easy year for European politicians. In addition to facing a rise in popularity from what were once fringe, far-right parties, they must also now adapt to the US’s shifting approach to foreign policy.

In the October 2024 Budget, Chancellor Rachel Reeves announced significant tax increases aimed at generating £40 billion in additional tax revenue. As tax year end is just a few weeks away, we summarise the incoming tax rule changes.