Infocus
Assessing downside risks: scenarios, triggers and thresholds
In the three years to 23 September 2026, MSCI World returned over 80%, equivalent to more than 20% per annum.
7 min read
Trump 2.0 and the potential for China shock
Infocus
5 min read
Trump 2.0 and the potential for China shock
Trump’s second term has seen a dramatic escalation in trade tensions with China, with the potential for significant and long-lasting changes to trade patterns.