Geopolitics, inflation fears, and market vola...

Markets grapple with rising oil prices, volatility, and renewed inflation concerns as investors assess geopolitical risks and the Fed outlook. Plus, private credit stress rattles sentiment while hedging activity grows. And later, AI transforms investment research, narrowing the g ...  Show more

Markets grapple with surging oil prices and geopolitical uncertainty as investors weigh the economic impact of a potential energy shock and rising inflation pressures. Plus, portfolio managers emphasize holding dry powder while positioning in megacap growth and cyclical sectors t ...  Show more

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ...  Show more

The Global South isn’t standing still as tariffs and uncertainty roil financial markets and business plans. Aparna Bharadwaj, leader of BCG’s Global Advantage practice, explains how these nations are forming smart partnerships and moving from low-cost production to innovation-pow ...  Show more

In 1992, Canada, Mexico, and the U.S. signed NAFTA, the North American Free Trade Agreement, and the global business landscape began transforming. Pankaj Ghemawat, a professor at NYU’s Stern School of Business, studies how companies have adjusted their strategies to that disrupti ...  Show more

Global markets, including the US, have been quietly calm, although there have been warning signs of looming risks and uncertainty after Donald Trump’s “liberation day” tariffs announcement. What’s behind such market “silence”? Roger Hearing hears from Gillian Tett, the chair of t ...  Show more