Growing together while splitting apart
Global Chief Economist Megan E. Greene believes that if there’s any immediate danger to the U.S. economy, it would be the equity markets. Find out why.
Viewpoints about tariffs and trade
Filter posts by our authors, asset managers and topics.
-
Read more -
Trump’s not the cause of U.S.-China tensions—but rather an accelerant
Rather than some of the posturing we’ve seen in its interactions with allies, the U.S. administration has demonstrated a genuine strategic effort to crimp and control the future trajectory of China and its practices concerning technology, especially artificial intelligence, cybersecurity, and intellectual property. Watch to see how developments are likely to unfold from here.
Read more -
Top searched finance terms of 2018
Year-end lists can contain insight for investors when thinking about the year ahead. We present the top searched-for finance-related terms in 2018.Read more -
U.S.-China trade agreement: a plan to discuss a plan
The U.S-China trade truce buys a little time to try to avert escalating tariffs, but the lack of details presents a cause for concern for investors. Learn why.Read more -
Higher rates and protectionism will shrink manufacturers' profit margins
The dramatic increase in manufacturers’ profit margins over the past quarter century may be nearing an end, as rising interest rates and trade tensions weigh on the sector.Read more -
The trade war remains one of many mounting macro risks
Plus, see what works and what doesn't, as a retiring asset allocator reflects on lessons from four decades in investing.Read more -
The trade war is getting worse before it gets worse
U.S.-China trade wars will get worse before getting worse. See why there’s no turning back to the pre-Trump world trade order—and what’s likely to follow next.Read more -
Turkey—a symptom of larger challenges for emerging markets
Is Turkey's financial meltdown a local phenomenon or a warning sign for international investors? The answer: It's both.Read more -
Trade wars—what’s the U.S. administration’s endgame?
What does the U.S. administration hope to achieve in a trade war with China? These are the top three possibilities, says Alex Wolf of Standard Life Investments.Read more -
Global growth divergence eclipses last year’s synchronized recovery
We’re near the point of maximum optimism in the cycle. This is about as good as it gets for financial markets—find out the implications for investors.Read more