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Still selective as trade conflict cools

BlackRock Commentary: Still selective as trade conflict cools

The U.S.-China trade deal marks a significant de-escalation, reinforces that hard economic constraints are shaping policy, and suggests limited long-term growth impact from tariffs—keeping Blackrock risk-on while selectively watching earnings.

Cybercriminals are using artificial intelligence to enhance their ransomware attacks. This means the public has to be ever more vigilant in protecting devices and information.

AI and Ransomware: a growing threat

Cybercriminals are using artificial intelligence to enhance their ransomware attacks. This means the public has to be ever more vigilant in protecting devices and information.

Epic Investment Partners Weekly Article

Epic Investment Partners Views: The Week Ahead

Markets are focused this week on key economic data from the US, UK, and eurozone, while central bank signals, easing geopolitical tensions, and China’s fresh monetary stimulus shape the macro outlook amid cautious Fed messaging and ongoing trade policy uncertainty.

Epic Investment Partners Weekly Article

Epic Investment Partners Views: The Week Ahead

Markets will be busy this week with key US and China data, major tech earnings, and central bank updates, while easing US-China trade tensions, cautious Fed signals, and downgraded global growth forecasts from the IMF continue to shape a volatile economic outlook.

When economic rules start to bind

BlackRock Commentary: When economic rules start to bind

U.S. trade policy is accelerating a broader structural shift driven by mega forces like geopolitical fragmentation, making long-term market expectations more reactive to short-term developments, with AI emerging as a key long-term return driver—especially in the U.S.

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