Insights

Global equities were little changed as investors waited to hear the particulars of US reciprocal tariffs next Wednesday.

Both equity and debt investments are claims on the same underlying assets of a company and understanding their relationship and potential correlations is crucial. Prepared investors must recognize these connections and potential blind spots, using comprehensive stress-testing and inter-disciplinary collaboration to navigate uncertainties in the market.

Global equities edged lower as investors await the 2 April US tariff announcement. Yields eased. 

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

Stay up to date on capital markets and the retirement industry with our quick insights and information.

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

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?

In this edition of the Strategist Corner, Rob Almeida, MFS Global Investment Strategist, discusses if investors are emphasizing technicals at the cost of fundamentals.

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