Deglobalization is a rising risk for value investors. Here’s what they should do about it

Deglobalization is a rising risk for value investors. Here’s what they should do about it

Conflicts, tariffs and a pandemic contributed to global instability that marks the end of an era

What CEOs talked about in Q1 2025: Tariffs, rising uncertainty, and agentic AI

In short Why it matters The big picture New administration’s policies reshaped economic outlook. Going into 2025, the global GDP growth projection for the year was 3.3%, with the US forecasted to experience 2.4% growth. However, Q1 2025 brought about a new US government administration and, with it, dramatic shifts in US trade and economic […] The post What CEOs talked about in Q1 2025: Tariffs, rising uncertainty, and agentic AI appeared first o…