All tariffs articles
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NewsSwiss pension funds claw back losses as funding ratios recover
The funding ratio of private pension funds stood at 117.5% year to date, according to Swisscanto
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AnalysisFixed income, rates, currencies: Global economies slow despite increasing tariffs clarity
The global fixed income outlook remains mixed, with strong economic headwinds despite fading fears of the AI bubble bursting
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Special ReportLimelight falls on ETFs as investors seek better returns
Faced with volatile market conditions, the ETF market has become increasingly attractive. Lynn Strongin Dodds reports
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Asset Class ReportsEmerging market debt attracts the attention of institutional investors
Poised to benefit from US decline Reforms, prudent policymaking and the end of US exceptionalism have changed the nature of lending to emerging markets
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NewsAPK shifts US dollar hedges, turns to Europe
The US had become less attractive compared to Europe, particularly for sovereign bonds, say CIO Manfred Brenner
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NewsMercedes-Benz shifts pension gears with Nissan exit
The German car maker held a 3.8% stake in Nissan, valued at just under €300m
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AnalysisFixed income, rates, currencies: markets in wait-and-see mode as US job markets stall
Investors are desperate for clarity on how tariffs will affect exporters and importers to the US
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NewsDAX pension schemes reach record funding levels despite volatility
German companies listed on the DAX index saw their average funding ratio rise to 87.1% in the first half of the year, up from 82% at the end of 2024
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FeaturesFixed income, rates, currencies: Questions over US economic policy dominate global concerns
As ever, the US dominates the global economic landscape. While there is still considerable uncertainty around possible tariffs emanating from the US – despite deals struck by the UK, China and Vietnam – the levels are still expected to be markedly lower than those trumpeted on 2 April.
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AnalysisFixed income, rates, currencies: Questions over US economic policy dominate global investor concerns
The likelihood of a full-scale global trade war has decreased, and the outlook for the global economy has improved as a result, but new tariff announcements by the US administration could cause this scenario to change once more
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NewsMajority of UK fiduciary managers produced ‘average’ returns over 2024
Fiduciary managers are adjusting tactical equity allocations following the introduction of tariffs
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NewsDACH pension funds adapt to US trade policies
US trade and tariff policies are prompting corporate pension funds in Germany and wider DACH region to review strategic asset allocation assumptions
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NewsGerman pension funds turn to Asia due to concerns over US assets
SOKA-BAU aims to increase its overall allocation to Asian assets to 35% of its total portfolio, up from the current 12.7% level
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AnalysisEuropean pension funds review global weightings in face of US turmoil
As global markets react to the threat of US tariffs, many European pension funds are looking to rebalance their portfolios and reset their investment policies
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Special ReportIndia could benefit from global trade disruption
As other nations reel from the ongoing trade tariff uncertainty, Delhi appears relatively insulated from the direct impact of US levies compared with its more export-reliant Asian peers
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Opinion PiecesAustralian super funds split on US exposure post Trump tariffs
Just weeks after Australian super funds visited the United States to pitch investments worth hundreds of billions of dollars, US president Donald Trump delivered a body blow with his ‘Liberation Day’ tariff plan.
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FeaturesReforms boost appeal of Japanese equities despite trade challenges
It has been a long time coming but Japan’s corporate governance reforms are finally winding their way through the system, giving investors new-found confidence in its equity markets.
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FeaturesChart watch: Uncertainty ripples across markets
The trade war unleashed by Trump’s tariffs and the knock-on effects for business confidence and commodities demand are reflected in our latest chart overview
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NewsUK’s NEST looking to capitalise on tariff market dislocations
£50bn DC master trust says rebalancing benefits from a strong cashflow but care must be taken
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NewsEuropean pension funds stick to their guns in the face of market turmoil
European pension funds hold steady but reassess their long-term strategies amid an escalating global trade war
