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Following April’s tariff-induced market volatility, investor attention turned to central banks this week, as the Federal Reserve and Bank of England provided some insight into how their thinking has evolved since President Donald Trump’s so-called Liberation Day.

In an increasingly interconnected global economy, many U.S. investors have maintained a domestic bias. While a domestic focus has historically delivered substantial returns, it can also constrain access to broader investment opportunities and increase concentration risk.

During times of uncertainty and market gyrations, investment managers and analysts can find some logic in the form of data, and this week we have an avalanche of data coming through.

History suggests that during market turbulence, the US dollar often acts as a safe haven for investors. However, since 2 April, this has not been the case with the dollar index down around 4.5%.

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.