In this week's Chart of the Week Slawomir summarises the market performance across various asset classes in the first 100 days since President Trump's inauguration, highlighting the initial market euphoria's reversal and the subsequent investor shift towards safer assets amid policy uncertainty.

This week's chart from Simon details the revenue of key US equity sectors (excluding domestic focused sectors), showing the split between domestic and international sources. For investors, understanding a company's exposure to international trade, its strategies for mitigating tariff risks, and its pricing power are vital in assessing its resilience and potential performance in a tariff-heavy environment. Diversification across sectors and geographies can also help to manage portfolio risk during periods of trade uncertainty.

This week's Chart of the Week Charles illustrates central bank short-term interest rate trends, discussing how geopolitical developments and the current economic outlook may necessitate further monetary policy easing (rate cuts) and its potential implications for bond markets.

In this week's Chart of the Week, Gabby Byron discusses how the recent underperformance of the Magnificent 7 underscores the risks of excessive exposure to a small group of stocks, reinforcing the case for diversification.

In this week's Chart of the Week, Richard highlights the importance of cash as a diversifier, emphasising its potential to generate reasonable returns at this point in the cycle.

In this week's chart Gary highlights the defensive qualities of minimum volatility (or "min vol") strategies in the current investment environment.

In this week's chart Lorenzo highlights the Momentum Global Investment Management Risk Aversion Index over 21 years. Despite stable economic conditions, uncertainty around inflation, interest rates, and geopolitical tensions keep risk aversion in the highest quintile, well above the long-term median.

MGIM launches the Real Assets Growth and Income fund (RAGI). The fund will give advisers access to a diverse range of well-researched and actively optimised real asset and alternatives within a single fund.