US equity The case for value investing
In today's economic climate, several macroeconomic trends may create favorable conditions for undervalued, fundamentally strong companies.
June 17, 2025
Equities
Global Equities in an America-First World
March 25, 2025
Key takeaways
Investors face global equities challenges and are expecting the administration will lead with an “America-First” approach to foreign policy.
Our team posits that the policy agenda is largely driven by campaign promises in four key areas: immigration, inflation, inequality, and identity.
Uncertainty surrounds the specifics on timing, sequencing and the extent around implementation of policy promises and threats.
We expect a turbocharged second entry by President Trump marked by a clearer, stronger mandate than in his first term. From the early days, we observe a more eager and prepared approach to enact radical reform, and to try to establish an America-First world order, welcoming global disruption. His inauguration speech and cabinet selections point to a stronger governing style and hawkishness on national security, trade, China and confrontation on domestic reform.
For a closer analysis on these topics and more, download the full insight here.
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