We explain how the fear of US tariffs – irrespective of the final outcomes – is sufficient to drive market volatility. This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential […]
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We look at which economies might face tariffs, the potential economic impact, and implications for equity markets. There is a new sheriff in town. Global investors have been digesting the change in policy direction after President Trump’s return to the White House. In contrast to his first term, actions on the trade front have been […]
Following the October 2024 Budget, wealthy families may accelerate the gifting of assets to reduce their inheritance tax (IHT) liabilities. However, this is not without complication. One particular risk is divorce. Could gifted assets be attacked upon divorce? Careful planning can reduce the risk, as Boodle Hatfield and Cazenove Capital explore in a joint article. […]
Alignment Healthcare Inc ($ALHC) is a next-generation, consumer-centric platform that revolutionizes the healthcare experience for seniors through the Medicare Advantage program. Fourth quarter results exceeded market expectations of $674.97 million. The company has successfully improved member retention and customer acquisition efficiency by optimizing medical management, improving patient experience and controlling costs. Alignment Healthcare’s target price […]
Verona Pharma PLC ($VRNA) is a clinical-stage biopharmaceutical company focused on developing and commercializing therapies for respiratory diseases with unmet medical needs. As of February 2025, Ohtuvayre prescriptions have exceeded those in the fourth quarter of 2024. Phase II clinical trials of fixed-dose combinations for bronchiectasis and COPD have been completed. Verona Pharma will continue […]
February 6, 2025 Last year, we saw continued improvement in the initial public offering (IPO) market. There were more IPOs, more special purpose acquisition companies (SPACs), and IPOs raised more money than in both 2022 and 2023. A number of factors aligned. Firstly, with inflation falling back to around 2%, interest rates started to fall. In addition, volatility was […]
The economics of AI and trade tariffs give investors pause for thought. Tech and tariffs trigger higher volatility Global equities remain close to all-time highs, but investors’ optimism is being tested. The first big surprise of the year came when a Chinese artificial intelligence (AI) company revealed that it had created a Large Language Model comparable […]
Schroders’ quarterly briefing on the economic impact of climate change, the energy transition and natural capital. Welcome to the quarterly Green Macro Newsletter, where we present recent news, internal and external research on topics covering the economic impact of climate change, green energy transition, and natural capital. In this newsletter we focus on recent developments […]
Trump’s aggressive use of tariff threats is rattling markets. Our economists consider the possible impact. Global shares fell on Monday 3 February and the dollar rose following news that the US planned to apply tariffs to goods from Mexico, Canada and China, starting from Tuesday 4 February. Later the same day, news emerged that the […]
Quality Stocks for the Week of January 31, 2025 DRDGold Ltd ($DRD)is a South African gold mining company engaged in the reprocessing of surface gold tailings, including exploration, extraction processing and smelting. DRDGOLD Ltd reported solid operating performance in the first half of fiscal 2025 (ending December 31, 2024), benefiting from a 26% increase in […]