In a fast-moving world, understanding the impact of global events can be critical. Join experts from MFS and Signum Global Advisors, a leader in assessing the impact of policy agendas, as they discuss the market implications of US policy including tariffs, Ukraine–Russia negotiations and European defense spending.
Given the complexity of supply chains, gauging the impact of tariffs will be difficult. Is the current environment causing a paradigm shift to the value of discretionary portfolios with fundamental underpinnings?
This quarterly report provides an update on our sustainability efforts, in addition to proxy voting and company engagement highlights from the three-month period ended 31 December 2024.
Our Chief Economist explores the historical use of tariffs, potential unintended consequences, and their relevance in today's complex global economy. He offers insights and considerations to navigate shifting trade dynamics and policy impacts.