The Cost of Market Timing
Equity markets have experienced significant volatility over the past few weeks, driven by President Trump’s recent tariff actions and continuing uncertainty around the administration’s objectives. President Trump announced a wave of new tariffs on April 2nd which...
Why Europe is Poised for a Resurgence
After a prolonged period of “U.S. exceptionalism”, European equity markets started the year with robust outperformance relative to the U.S. As of April 4, 2025, the STOXX 600 Index is down 2.2% year-to-date led by Germany’s DAX Index, which is up 3.7%. The S&P 500...
Putting the “if” in Tariff
The proposed tariffs by U.S. President Donald Trump during his second term have introduced significant uncertainty into global markets, reshaping investor strategies and recalibrating risk assessments. Unlike his first term, where tariffs were implemented amidst...