Equities, Monthly Coffee Break
Shock to the system
Since the last committee on March 11th, European markets have fallen sharply, due to Donald Trump’s announcements regarding US tariffs on April 2nd.
Monthly Coffee Break
Fixed Income, Monthly Coffee Break
Steepening curves across the board
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. .
Alternative Investments, Monthly Coffee Break
Tariffying Markets
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.
Asset Allocation, Monthly Coffee Break
Tax Americana
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.