The US government's higher-than-expected trade tariff announcements sent ripples through financial markets, raising pressing concerns about slowed economic growth, heightened inflation, and potential recession risks.

Our detailed analysis dives deep into these developments, examining the steepening of US Treasury yields, widening corporate bond spreads, and shifts in investor behavior.

This report also unpacks how various investment strategies have adapted during this period of volatility. From the safe-haven appeal of European government bonds to the diverse approaches of Global Flexible Bond Funds, you’ll gain a clear view of how asset managers are recalibrating portfolios.