Insights

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Liberation day rattles investors: How will Trump’s new tariffs affect global markets?  

7 April 2025

On April 2nd in Washington, US President Donald Trump announced a baseline 10% tariff on all exports to the US, and higher tariffs on 60 countries that are the biggest…

Nvidia posts record profit: How do they fit into the AI supply chain?

27 February 2025

How does the AI supply chain work? In 2024 210 companies in the S&P 500 commented on AI opportunities in their second quarter results presentations, up from the 5-year average…

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