‘Tariff Man’ strikes again – but stocks rally to new all-time highs

Hopes for an end to the conflict in Ukraine has provided a significant sentiment boost, driving European and US stocks to new heights. Despite ongoing discussions, announcements, and postponements of new tariffs, markets are increasingly looking beyond the short-term noise. For a deeper analysis of the latest developments, we turn to our experts. Dario Messi, Head of Fixed Income Research, offers his insights into the recent moves in bond yields, while Nenad Dinic, Equity Strategy Research, shares his views on the surge in emerging market stocks and identifies areas with further growth potential.

00:00 Introduction by Jonti Warris (Investment Writing)

00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:23 Bond market update: Dario Messi (Head of Fixed Income Research)

10:36 Emerging market equities update: Nenad Dinic (Equity Strategy)

16:23 Closing remarks by Jonti Warris (Investment Writing)

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