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In February, the policy uncertainty around the new U.S. administration resulted in divergent performance between bond and stock markets, emphasizing the importance of diversification within a multi-asset portfolio.

Few policy decisions have the far-reaching consequences of trade policy.

President Trump’s return to the White House resulted in increased market fluctuations. In January, a combination of Trump’s expansionarypolicies and lower-than-expected U.S. inflation data in December sent mixed signals to the bond markets. Despite these challenges, the bond markets still achieved mostly positive results.

Donald Trump’s return to the U.S. presidency has reignited concerns about protectionism and its implications for global trade.

Strong performance in the fourth quarter, find out why.

In 2024, central banks in developed markets initiated the process of normalizing their
monetary policy. However, expectations of rate cuts were revised downwards in the final
quarter of the year, due to the resilient economic growth and persistent inflation.

With Donald Trump returning to the White House, China navigating internal and external headwinds, Europe striving to balance reform and fiscal sustainability, and central banks rethinking their policy frameworks, the stakes are high.

At the core of the Trump administration’s economic strategy lies yet another corporate tax reform agenda.

The November 5 U.S. election results delivered surprises, particularly in the extent of the Republican sweep. Learn more about the economic impacts of Trump's fiscal policies and the implications for investment asset classes.

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.