insights.

From defence spending to Swiss tariffs and US healthcare reform—three charts reveal the system shifts reshaping global markets and investment themes. 

We look at the prospects for emerging market assets and their relative attractions for global investors. 

We examine equity market risks and drivers, and trends from a mixed Q2 earnings season. 

Switzerland’s goods exports to the US are now subject to the highest tariff of any developed market. We examine the immediate implications for the Swiss economy. 

How should investors view pharmaceutical stocks in light of the pressures from tariffs and US healthcare reform? We explore what recent announcements mean for the sector. 

We take a first look at the implications of the tariffs threatened by the Trump administration on Switzerland’s economy. 

What should investors make of the most recent trade agreements? Can they provide market clarity? We examine what’s at stake.

We explore three proposed changes to US banking regulation, and what they might mean for investors. Possible implications might include more capital for US banks to deploy and a better functioning US Treasury market.