Active Thinking: PE investing amid tariff waves

07 May 2025

Christian Munafo, Chief Investment Officer at Liberty Street Advisors, explores how private companies are responding to market volatility and why this might attract investor interest.

Did markets get Liberation Day all wrong?

07 May 2025

Markets bounce back from their excessive early-April despair on optimism that growing pragmatism can resolve the Trump tariff tangle and signs that US corporates can still prosper in the new era.

Tariffs – have markets over-reacted?

30 April 2025

Following a sell-off that began in mid-February, stock markets’ recent bounce reflects some hopes that, despite the President’s bluster, some pragmatism may be setting in as policymakers and companies react to the uncertainty.