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April inflation confirmed our expectations of a mild dovish surprise. Difficult base effects and tariff impacts mean inflation will temporarily rise.
Leading and coincident indicators diverge, signaling potential economic headwinds and uncertainty in future growth momentum.
President Trump’s announcement of a sweeping array of reciprocal tariffs on 2 April rocked stock markets globally and sent US shares tumbling. While “Liberat...
The latest CVC Credit Perspectives provides an update on credit markets in the context of the current macroeconomic environment and policy-driven volatility. The first quarter of 2025 was shaped by...
Despite the recovery in equities, the US dollar is weaker and US Treasury yields have increased.
Good news on many fronts helped buoy stock markets and lessen inflation risks even if consumers aren't feeling positive.
Earlier this year, we made the case for the UK equity market. In addition to the arguments that the asset class is unloved and undervalued, we also made the point that investing in the UK offered...
In our latest Insight Matters report, we take stock of the market events we saw unfold in the first quarter of 2025, the ever-evolving US trade tariff situation and the investment implications for...
Recent tariff-related disruptions have significantly expanded the scope of M&A due diligence, with buyers now asking target companies an array of questions to assess new trade policy risk.
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