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.
Viewpoints about tariffs and trade
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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 -
The changing shape of long-term growth in today's emerging markets
It’s time to bury the stereotype of emerging markets as commodity exporters. Domestic consumer demand and tech innovations are driving today’s EM economiesRead more -
At 2%, a little inflation goes a long way
With inflation finally ticking up to 2%, will the Fed start hiking rates at a more aggressive pace? We take a closer look.Read more -
What's spooking the markets? Trade wars and fiscal imbalances
The risks of a global trade war and a worsening U.S. budget deficit could trigger volatility for stocks and bonds in late 2019—especially when rising interest rates are factored in.Read more -
Stocks may have to wait until the geopolitical fog clears
First-quarter 2018 earnings are the strongest in years, yet stocks continue to languish. Market Strategist Matt Miskin explains why the rally may have to wait.Read more -
Tinkering with trade introduces unintended risks for investors
The next U.S. recession doesn’t appear imminent, but rising trade tensions could tip the balance from benign to bad quickly—see the implications for investors.Read more