Finding Growth in 2025 and Beyond
 

A review of the week’s top global economic and capital markets news.

Co-CIO of Fixed Income Pilar Gomez-Bravo assesses the growing policy divergence between regions, and shares where she is finding credit opportunities despite high valuations and growing uncertainty.

Given the complexity of supply chains, gauging the impact of tariffs will be difficult. Focusing on understanding which businesses will be able to absorb the levies and which will not, might be a better course of action. Is the current environment causing a paradigm shift to the value of discretionary portfolios with fundamental underpinnings?