Renewed optimism for equities despite tariff drama

The year began full of hope for global equities, but that was derailed within a month. DeepSeek sent shockwaves through tech firms, hitting Nvidia’s value and causing concern for AI backers. The last thing markets needed, then, was the United States’ unprecedented tariffs, which has rattled businesses, investors and politicians. Investors are dealing with a few headaches. How do they manage these conditions? Will this volatility continue? What’s next for equities? Read the full report for an in-depth analysis on the themes that will affect equity markets in the months ahead.