Thanks to a topsy-turvy start to the year, driven by a combination of the new US administration's unpredictable policies on trade and foreign relations, sticky inflation and the rise of geopolitical uncertainty and conflict, investors are broadening their horizons and reassessing how and where they should allocate their capital. With the US representing close to 60% of world market cap and...

On 2 April the new Trump administration effectively threw a lot of balls in the air with its tariffs announcement in the Rose Garden and markets are still working out exactly where everything will land. Emerging markets such as China, Vietnam, Taiwan and Indonesia and others were viewed the 'worst offenders' in president Trump's eyes and, as a result, were hit the hardest while other...