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.

10 June 2025

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Inview 07 July 2026

Global House View and Investment Perspectives: July 2026

Balancing growth opportunities and rising yields.

8 min read

Market insights 06 July 2026

Euro-STOXX 600 ends at record high

It was a holiday shortened week for Wall Street but nevertheless the major indices managed to log gains. Following the previous week’s sell-off in tech names, Monday saw a rebound, also powered by corporate deal activity.

Research Team

2 min read

Market insights 29 June 2026

Large-cap tech pullback weighs on equity markets

US stocks had a mixed week with artificial intelligence valuations and inflation data in focus.

Research Team

2 min read