With the infrastructure sector poised for growth after a tumultuous period caused by the pandemic and subsequent inflationary boom, which areas could offer investment opportunities?

Markets will continue to scrutinise growing tensions in DC as US President Trump took aim at Federal Reserve Chair Jerome Powell noting that his "termination can't come soon enough."

The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?

Since the last committee on March 11th, European markets have fallen sharply, due to Donald Trump’s announcements regarding US tariffs on April 2nd.

The bond markets in March were already abuzz with talk of tariffs, as the Trump administration implemented previously delayed tariffs on Canada, Mexico and China. .

Markets remained volatile during the month of March. The primary concern isn’t the weakening economic fundamentals, but rather investors’ doubts about the credibility and stability of the U.S.

April 2025 marks a turning point in the global economic narrative. In the wake of the United States’ sharp tariff escalation – dubbed “Liberation Day” – investors are confronting the ripple effects of a protectionist revival.

Monetary policy decisions from the European Central Bank, Bank of Canada, and Bank of Korea, and reactions to trade tensions and currency disruptions will be high on the agenda.