The first 100 days of Donald Trump’s administration reveal a departure from historical norms. The Liberation Day tariffs highlight a shift from global cooperation toward self-reliance. Arguably, defense and security represent a more critical development than...
Trend investing captures absolute returns across asset classes. Commodity Trading Advisors (CTAs), originally focused on commodity futures, now offer popular access to multi-asset momentum through systematic trading strategies.
Regulatory reform is rising on global policy agendas. Yet while this regulatory reform agenda promises relief for firms, it will also usher in a new wave of complexity.
Trade tensions mark a significant geopolitical shift, rivaling post-WWII changes. While daily intensity fluctuates, core economic and political drivers could endure. Grasping tariff effects helps investors navigate these structural shifts.
Insurance company valuations have recovered from the immediate shock of President Trump’s «Liberation Day» tariff announcement. Prospects for European life companies in 2025 remain positive despite an uncertain economic outlook.
