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Macro Insights


Trade Showdown

Globalization has shaped our world, owing in large part to the expansion of cross-border trade. This Macro Insights explores the “Globalism to Populism” transition, and we've asked our investment professionals to share their views on the market and investment implications of evolving trade policy, as protectionism could reconfigure trade relationships globally and plot a new distribution of winners and losers.

Interview: US Policy and the Art of the Trade Deal

Interview: Currency Markets and the Rise of Protectionism

Interview: Trade and Economic Growth

Quant Call: Terms of Trade as a Signal for Currency Markets


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