On April 2, President Trump followed through on his tariff agenda, announcing a 10% tax on global imports starting April 5. Soon thereafter, higher tariffs were implemented, targeting countries with trade surpluses with the United States — including 34% on Chinese goods, 20% on EU imports, 25% on South Korean products, 24% on Japanese items,…
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Since the Trump administration’s tariff announcement on April 2, investors around the world have been grappling with extreme market volatility. The situation has become a fast-changing global trade war that has triggered recession fears, deleveraging and concerns about bond market liquidity, and a historic tariff turnaround that delivered the S&P 500’s third largest one-day gain…
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Broad economic uncertainty and the Trump administration’s aggressive and fluctuating trade policies have led to outsized market moves, though most view the healthcare sector as better positioned than others. Healthcare’s reputation as a safe haven has, overall, helped its stocks hold up better this year than the broader market. Healthcare is generally considered more insulated…
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President Trump’s tariff policy has sparked a trade war and fueled chaos across sectors — especially those most reliant on foreign manufacturing, like tech. Semiconductors and tech hardware companies are likely to be among the hardest impacted in this space, as stock price volatility reflects uncertainty around the supply and demand dynamics in the United…
Across the energy and industrial sectors, there are immediate and more residual — or unintended — impacts of newly implemented and planned U.S. tariffs. Below, we leverage the AlphaSense platform to explore these impacts across the automotive, agriculture, natural gas, and construction industries. Automotive On April 2, the Trump Administration formally imposed a 25% additional…
OpenAI released ChatGPT in late 2022, almost two and a half years ago. Since then, generative AI tools have rapidly evolved from experimental novelties to everyday assistants — shaping how people work, learn, and even seek emotional support. On the corporate side, early fears around the security of genAI led nearly a third of companies…
Read More “Trust in Generative AI: Global and Industry Sentiment” »
Following a year of smaller deals in 2024, the biotechnology and pharmaceutical sectors began the year poised for a resurgence in mergers and acquisitions in 2025 — though growing market risks could disrupt their momentum. Although broad economic uncertainty and the Trump administration’s aggressive trade policies have led to recent stock market declines, the healthcare…
Uncertainty from trade barriers, geopolitical instability, slowing economic growth, and stock market volatility has led to a challenging start for the European IPO market in 2025. After a few years of tempered enthusiasm for offerings, fundraising in 2024 generated almost twice as much capital compared to the previous year. While larger European and Asian listings…
The retail media landscape has experienced significant growth and transformation in recent years, establishing itself as a pivotal and disruptive element in the advertising ecosystem. According to broker research in the AlphaSense platform, retail media is projected to become a $100 billion business by 2028 and represent 19% of total media ad spend — up…
Expert networks refer to businesses that connect companies with expert resources or subject matter experts (SMEs). These industry experts range from former C-level executives to a company’s customers and provide valuable and current information, data, or assistance. Since 2015, the expert network industry has grown by an average of 18% annually, even during and after…
